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Retirement tax questions
Aye, I apologize, there's a lot of information. After confirming the amended 2023 federal tax return, I went back to review the current year. the site takes me to the finale step before filing. It says "Just one more step and we'll file your returns" with 3 steps. Steps 1 and 2 are completed whereas step 3 "Get ready to save and file your returns" is not. After clicking on it, I try to to e-file the tax return and enter my personal information.
The page then says "Let's make sure everything is accurate
I click on the option Fix Federal and it takes me to the IRA contributions worksheet. "Check this entry"
IRA Contributions Worksheet: Line 26 - Taxpayer's excess Roth IRA contribution credit should be equal to $710.00, the Roth IRA contribution credit from Form 5329, Part IV.
Xs Roth IRA cont cred (T) ____
I change the amount to 0 (0.0, 0.00, etc.) and when I hit enter it takes me back to the "Let's make sure everything is accurate" page where it repeats. I checked that the total roth IRA amount is 0 on line 27, yet it continues to happen.