- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Hello,
Thanks for your help.
The traditional IRA was from my previous employer and I rolled it to a traditional IRA a few years ago when I left the company. After that, no contribution.
I select Traditional IRA only, and did not select Roth, so I did not enter the Roth conversion as a Roth contribution
In Form 5329, basically it says I made excess contribution. It seems Turbotax did not connect the IRA contribution part to the Roth conversion, and it thinks that I made to the traditional IRA contribution only, so it is excess contribution.
I follow the instruction you shared and try it a few times, but still get the form 5329 issue ...
March 24, 2022
9:41 AM