Retirement tax questions

To confirm you made a nondeductible Traditional IRA contribution for 2023, converted the funds in 2023, and followed the instructions above but getting a warning about an excess Roth IRA contribution?

Please make sure that you say "No" to the recharacterized question on the “Did You Change Your Mind?” screen or don't enter anything on the "Tell us how much you Transferred" screen during the traditional IRA contribution interview.

If this doesn't solve your problem it would be helpful to have a TurboTax ".tax2023" file. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online: 

1. From the left menu select Tax Tools. 
2. Then select Tools below Tax Tools. 
3. A window will pop up which says Tools Center.  
4. On this screen, select Share my file with Agent. 
5. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
6. Reply to this thread with your Token number and add @DanaB27. This will allow us to open a copy of your return without seeing any personal information.  

The instructions for TurboTax Download: 

1. On your menu bar at the very top, click "Online"
2. Select "Send Tax File to Agent"  
3. Click "Send"
4. The pop-up will have a token number
5. Reply to this thread with your Token number and add @DanaB27. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@_a_d_