KarenJ2
Expert Alumni

Retirement tax questions

Open your return in TurboTax:

 

  1. Click on Deductions & Credits
  2. Scroll down to Retirement and Investments
  3. Click on Traditional and Roth IRA Contributions
  4. Click on Traditional IRA
  5. Click yes or no if that you contributed to a traditional IRA in 2019
  6. Next screen asks if you contributed more money to your IRA than was allowed in 2018 or previous year
  7. Click Yes
  8. Next screen enter the excess contribution amount
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