DanaB27
Expert Alumni

Retirement tax questions

You will have to edit your entry on the "How Much Excess to 2023?" screen during the Roth IRA contribution interview:

 

  1. Click on "Search" on the top right and type “IRA contributions”
  2. Click on “Jump to IRA contributions"
  3. Select “Roth IRA
  4. On the "Do you have any Excess Roth Contributions" answer "Yes"
  5. Continue on the "Enter Excess Contributions" screen 
  6. On the "How Much Excess to 2023?" screen edit how much you want to apply to 2023.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"