DanaB27
Expert Alumni

Retirement tax questions

You can make the changes to your 2024 return now and file your 2024 return. Please delete the entry on your 2024 return:

 

  1. Click on "Search" on the top right and type “IRA contributions”
  2. Click on “Jump to IRA contributions"
  3. Select “Roth IRA
  4. On the "Do you have any Excess Roth Contributions" answer "Yes"
  5. On the "Enter Excess Contributions" screen delete the carry over.

 

If this doesn't solve your issue then please provide more details what you are seeing.

 

Please see Where’s My Amended Return? for process times.

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