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vospertw
Level 2
Mar 14, 2021 12:49 AM UTC
Question

Does TurboTax Online Calculate allowable Roth Contribution?

I am close to the AGI limit and I ran through the IRA portion of the program, but I can't seem to view my AGI to make my own calculation, and the IRA section only asks what I want to contribute - I don't see anywhere that it tells me my max allowable contribution. Do I have to file first before I can even see my AGI? Is there a worksheet in the program to access that can calculate the allowable contribution before filing? 

      5 replies

      dmertz
      Level 15
      Mar 14, 2021 12:46 PM UTC

      TurboTax determines whether any part of a Roth IRA contribution is an excess contribution only after you enter the proposed contribution.  After having completed all other aspects of your tax return, enter the maximum permissible contribution for your age, allow TurboTax to tell you you if any of that is an excess contribution, then go back and change the amount of your proposed Roth IRA contribution, reducing it by the amount that was determined to be excess.

        vospertwAuthor
        Level 2
        Mar 14, 2021 2:29 PM UTC

        Ah, perfect! Thanks so much. Will give that a try today. Have a great Sunday. 

        vospertwAuthor
        Level 2
        Mar 15, 2021 5:29 PM UTC

        Thanks again. Worked just as you said.

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