DanaB27
Expert Alumni

Retirement tax questions

Please go back to the IRA contribution interview and delete the entry on the "Enter Excess Contributions" screen and this will resolve the error:

 

  1. Click on "Search" on the top right and type “IRA contributions” 
  2. Click on “Jump to IRA contributions"
  3. Select “Roth IRA
  4. Answer "No” on the “Roth IRA Contribution” screen
  5. Answer "Yes" to the "Did you Open a Roth IRA before 2024"
  6. On the "Enter Excess Contributions" screen delete the entry of $710 (should be left blank)
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