dmertz
Level 15

Retirement tax questions

The Roth IRA Contribution Limit Worksheet is always generated if a Roth IRA contribution is entered, so lack of this worksheet implies that no Roth IRA contribution has been entered, which would contradict the fact that the Roth IRA contribution is present on line 19 of the IRA Contribution Worksheet.  The only way that I can see that you could have an amount on line 19 without the Roth IRA Contribution Limit Worksheet being present is if line 22 of the IRA Contribution Worksheet shows the same amount, telling TurboTax that the contribution was recharacterized to be a traditional IRA contribution instead.

 

Note that the Roth IRA Contribution Limit Worksheet ("Roth IRA") would be present at the bottom of the forms list in forms mode.