dmertz
Level 15

Retirement tax questions

If the rollover from the traditional 401(k) to the Roth IRA increased your modified AGI above the threshold where a Roth IRA contribution becomes limited, you will have an excess Roth IRA contribution if you made a regular contribution (not the rollover) to a Roth IRA in excess of the permissible amount.  The rollover to the Roth IRA itself is not an excess contribution.  You have not mentioned making any contribution to a Roth IRA.  Nothing about the rollover from the 401(k) is to be entered under Deductions & Credits.