@DanaB27 Sorry I ran into issues when following these steps for my 2023 return:
On your 2022 return you will enter the Roth IRA contribution and TurboTax will automatically calculate the excess contribution. On the 2023 return you will follow these steps:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “Roth IRA”
- On the "Do you have any Excess Roth Contributions" answer "Yes"
- On the "Enter Excess Contributions" screen enter the total excess contribution from 2022.
I followed step 1, the returned contents are Q&A's, starting with "What's included in PLUS Help & Support", but I don't find “Jump to IRA contributions" to click on. Not sure if it matters that I am using desktop version.
Thank you.
