Retirement tax questions

In TurboTax Desktop you can switch to Form mode to view Form 5329. 

In TurboTax Online:

1. Select Tax Tools on the left while in the 2023 tax return and then Print Center 
2. Select Print, save or preview return

You could request the withdrawal of excess contribution plus earnings of part of your 2024 contribution to be able to apply the 2023 excess to 2024. This way you avoid paying the 6% penalty on your 2024 return. If you are in the phaseout range you might have to withdraw a little extra since the earnings will be taxable on your 2024 return and will increase your MAGI.

If you do this then please follow these steps on your 2024 return:

1. Click on “Jump to IRA contributions"
2. Select “Roth IRA”
3. Enter the Roth IRA contribution for 2024 left in the account (Roth IRA contribution made minus excess contribution amount withdrawn to apply the 2023 excess towards 2024)
4. On the "Do you have any Excess Roth Contributions" answer "Yes"
5. On the "Enter Excess Contributions" screen enter the total excess contribution from 2023 ( from line 24 of your 2023 Form 5329).
6. On the "How Much Excess to 2024?" screen enter how much you want to apply to 2024.