dmertz
Level 15

Retirement tax questions

You can force TurboTax to present the page again by increasing the amount that you entered as your original Roth IRA Contribution.  Change it to, say, $10,000.  Since this will be more than the amount that you would have previously entered as the amount returned, TurboTax will certainly determine that you've entered an excess contribution and again present the page to enter the amount returned.  Zero or delete the previously entered amount returned.  Continue and go through the process again, this time changing the $10,000 contribution amount to the amount that you actually originally contributed.  Since the previously entered amount returned is now no longer present, TurboTax will again calculate the excess contribution and present you with the page where you will be able to enter the amount returned.  Once you do so, you should end up back where you are now, but you will have been able to ensure that you have entered the amount of your original contribution as the amount returned.

I'm going to submit to the moderators that this TurboTax behavior (not presenting the returned-amount page again for an excess Roth IRA contribution) is problematic.  This strikes me as something that they would consider for possible future improvement, but not as an immediate problem that they would fix in 2016 TurboTax.