Robdaug10
New Member

Retirement tax questions

I was entering how much I contributed to the Roth IRA, and that was followed by asking the “value” of the roth IRA.  My comment regarding “excess” was derived from the related thread above trying to read responses for this same/similar question…not specifically worded that way when TT requested the “value”.  Note:  for my particular issue, I had earned unexpected income in 2023 which gave me a further problem to resolve since I became ineligible to contribute, and TT identified that issue with the recommendation to recharacterize those contributions to a traditional (which Ive started).  If I remember correctly, this realization occurred after being requested for the value of the IRA.