Retirement tax questions

You only need to report the contribution to the IRA you made on 04/05/2024 on the 2023 federal tax return, assuming that you have not yet filed the 2023 tax return.

 

To enter, edit or delete an IRA contribution -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Retirement and Investments
On Traditional and Roth IRA Contributions, click the start or update button