DanaB27
Expert Alumni

Retirement tax questions

Please try these steps:

 

  1. Open your return
  2. Click “Deductions &Credits” on the top
  3. Click "I'll choose what to work on"
  4. Scroll down to “Traditional and Roth IRA Contributions” and click “Start
  5. Select “Roth IRA
  6. On the "Do you have any Excess Roth Contributions" answer "Yes"
  7. On the "Enter Excess Contributions" screen enter the total excess contribution from 2021.

@gjgogol 

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