I made excess contributions to my wife's and my Roth IRA's in 2019 and 2020. I noticed the issue and withdrew the excess funds in 2020 and paid the taxes and penalty. For some reason in TurboTax, I continued to carry forward and pay taxes on the excess contributions in 2021, 2022 and 2023. I caught this after filing my 2023 return. I amended my and my wife's 5329's for those years and mailed them to the IRS with an explanation about how I've been paying the taxes and penalty over and over. After months of waiting and a few calls, they sent me 6 checks. (Three for me and 3 for my wife - for those 3 years.) (Refunds!) Cool! Now, what is the best and easiest way to update TurboTax to reflect the updates and get properly set for the 2024 tax year? Thanks much!
