@ryan79 wrote:
Thank you macuser_22.
I figured out the 2018 year but not really understanding the 2019. You state not to start a new contribution but I am not sure where to go for this. I am in the Retirment and Investments section but I must choose Traditional and Roth IRA Contributions, Retirement Savings Contribution Credit, Investment Interest Expenses, or Other Investment Expenses. Not sure how to get to the part where it asks about prior years excess question. Any ideas?
Thanks,
Ryan
Say yes you had a 2019 contribution but leave the amount box blank and continue until the get the prior year excess questions. Enter the amount and then indicate that it was not removed and not applied as a 2019 contribution.
**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.**
