DanaB27
Expert Alumni

Retirement tax questions

You can go to the IRA contribution section and enter different contribution amounts and see if you get a penalty warning:

 

  1. Click on "Search" on the top right and type “IRA contributions” 
  2. Click on “Jump to IRA contributions"

 

Also, once you enter a Roth contribution then you can look at the "Roth IRA Contribution Limit Worksheet" to see the calculation (you will have to pay for your return before you can access it):

 

  1. Select Tax Tools on the left and then Print Center and choose the print center
  2. Select federal return and choose to include all worksheets.

 

 

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