DanaB27
Employee Tax Expert

Retirement tax questions

Please follow these steps in TurboTax Desktop:

  1. Open your return
  2. Click “Deductions &Credits” on the top
  3. Click "I'll choose what to work on"
  4. Scroll down to “Traditional and Roth IRA Contributions” and click “Start
  5. Continue until the "Do you have any Excess Roth Contributions" screen and answer "Yes"
  6. On the "Enter Excess Contributions" screen enter the total excess contribution from 2022. 

@AprilWang 

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