BillM223
Expert Alumni

Deductions & credits

I would expect to see the following:

 

Line 9:  $3,128 - yes

 

Line 10: 3,128 (the difference between your limit and what you contributed in 2019)

 

Line 11: should I include an RMD for a separate inherited IRA here? ($2,909) -yes, but TurboTax should have already put this here

 

Line 12: 0 - "Enter on line 12 any amounts included on line 9 that are excess contributions to your traditional IRAs for 1976 through 2017 that you had returned to you in 2019 and any 2018 excess contributions that you had returned to you in 2019 after the due date"

 

Line 13: ? 3,128 + 2,909 + 0 

 

Line 14: 0

 

Line 15: 0

 

Line 16: 0

 

If the carryover is on the carryover worksheet and you entered the 2019 distribution (the RMD) and the current year IRA contribution, then TurboTax should have done all this for you. 

 

Do you see something different?

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