I assume you have a carry over on the "Enter Excess Contributions" screen. Please follow these steps to delete the entry:
- 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 delete the carry over.
To confirm did you delete the Roth IRA contribution when you filed your 2023 tax return or do you show a penalty on your 2023 Schedule 2 line 8? If you show a penalty then you will have to amend your 2023 return to remove the Roth IRA contribution entry. This will remove the 6% penalty on Form 5329 and therefore on Schedule 2. Please see How do I amend my federal tax return for a prior year?
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