DanaB27
Expert Alumni

After you file

Please be aware, if you cannot make contributions for 2021 then the screen to apply the excess to 2021 won't come up.

 

If you are allowed to make contributions for 2021, did you say "yes" to "Do you have any Excess Roth Contributions"? If you do not get the follow-up questions then you might have to delete the contribution entries and reenter them:

 

  1. Click on "Search" on the top right and type “IRA contributions” 
  2. Click on “Jump to IRA contributions"
  3. Deselect “Roth IRA” and confirm the deletion.

Or in Form mode select "Delete Form" when you have the "IRA Contribution Worksheet" open.

 

 

 

 

@Yellowstone-newbie

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