ThomasM125
Expert Alumni

Retirement tax questions

When you enter your Roth IRA contribution, you need to enter the excess you contributed in the previous year on the screen that says Do You Have any Excess Contributions:

 

Then you need to credit that excess toward your 2024 Roth IRA on the screen that says How Much Excess to 2024?:

 

You also have to enter the value of your Roth IRA at end of year:

 

 

 

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