@InblEric wrote:
Thanks a lot. This all makes sense to me, until I get to the part where is asks about "Excess Roth IRA Contributions For Prior Years". Do I say $0 for that part? I'm wondering if it's asking if in like 2018/2017/etc I had excess contributions that I haven't taken care of yet. (I don't)
This is after I've entered my roth contributions and indicated that I moved them to a tIRA, including filling out the statement about amounts/reasons.
Yes, it is asking if there are excess contributions still in the IRA that were contributions for 2018 or before. If none then enter 0 or just leave it blank and move on.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
