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Retirement tax questions
You removed the 2022 excess contribution before the due date and therefore do not have an excess contribution. Please make sure that you do not have an excess contribution from prior years entered:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “Roth IRA”
- On the "Enter Excess Contributions" screen delete the amount.
When you follow the steps above then you should not get "Indicate how much of your remaining excess contribution of $288 you want to credit toward your 2023 Roth IRA contributions." question.
To clarify, you entered your Roth IRA contribution for 2023 in the IRA contribution section?
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April 9, 2024
7:36 AM