Retirement tax questions

SharonD007 · ‎February 6, 2025

Please review your W-2 entry screens to eliminate the Roth entry on the IRA worksheet. Go to:

Wages & Income
Select Edit by your W-2 and continue through the screens until you get to: Tell us more about your retirement contributions
Make sure you enter 0 in the space Enter your SIMPLE Roth IRA contributions if your contribution DID NOT go to a SIMPLE Roth IRA.

This will eliminate the entry of the Roth IRA on the IRA worksheet.

Review the TurboTax Help article How do I change my W-2 info in TurboTax? for navigation instructions.

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