Retirement tax questions

ThomasM125 · ‎March 22, 2023

I ran your scenario through TurboTax and I did not receive a penalty for excess contribution to a ROTH IRA. I noticed that you are asked to enter the amount of your scholarship income that is for post graduate studies, I am wondering if you saw this and entered the proper amount? You see the screen in the form 1098-T entry area.

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