itsmdorsey
Returning Member

Retirement tax questions

Thank you for the quick reply.

 

I'm a little confused on how I trigger the right screens for the Roth IRA contribution knowing that my AGI is too high. Do I say "Yes" to making any excess contribution in 2020 or prior years, then it seems to say I made an excess contribution? Then on the amount I withdrew do I put the total under the IRA section walk through?