AnnetteB6
Employee Tax Expert

Retirement tax questions

Since you are using the CD version of TurboTax use these steps:

 

  • Go to Forms Mode and search for the IRA Contributions Worksheet (IRA Contrib Wks).  
  • Scroll to the bottom of that page until you see a section for Roth IRA Contributions After Limitation - line 29.  
  • Just below line 29 there is a Quick Zoom link for the Roth IRA Contribution Limit Worksheet which will show you the calculation for allowed Roth contributions.

From that worksheet, you can 'right-click' on the line 1 box to see the data source for the Modified AGI used on the worksheet.

 

@Md6104 

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