Retirement tax questions

I don't know what kind of contributions you are referring too--e.g., excess charitable contributions, excess MSA, HSA, ESA, etc.  But in any case, we can tell you how to get the Carryover Worksheet that will show 2024 and 2025.

 

I don't know if you are using Online TurboTax or desktop software.    For Online TurboTax, you'd need to download the full 2024 PDF with all the worksheets.  If that's your situation, report back and we can tell you how to get it.  Also, if using Online TurboTax, has the 2024 return already been filed, or is it still in the preparation phase?

 

For desktop software, launch TurboTax and open your 2024 return.   Go into Forms Mode.  In the left column list of forms scroll down and choose Carryover Wks.   That will open the Federal Carryover Worksheet.   What you are looking for is likely on Page 2 or 3 of that worksheet.