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New Member
posted Feb 21, 2024 11:31:57 AM

Entered Roth IRA cont $$$, then changed it to no contribution, can't get back to change that again - it skips the page asking about IRA contributions entirely!

I had entered all of my tax data including a small contribution to a Roth IRA, when I got to the end TurboTax wouldn't let me finish without paying to upgrade to a paid product (!!!!), so I went back and changed the Roth IRA contribution to $0.  Now I can file for free BUT it actually reduces my refund by around $300 so I guess the lesser of two evils is pay Turbotax their fee, but when I click on Deductions & Credits I can no longer change info for IRAs, the website must have decided that since I answered "None of these" before I no longer need to see that page (but I DO, since I need to change that value!!!).  I've tried a million times, it won't display the IRA contributions page!

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1 Replies
Expert Alumni
Mar 2, 2024 4:29:35 AM

Please follow these steps to enter your Roth IRA contributions:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “IRA contributions” 
  3. Click on “Jump to IRA contributions"
  4. Select “Roth IRA
  5. Answer ‘Yes” on the “Roth IRA Contribution” screen
  6. Answer “No” to “Is This a Repayment of a Retirement Distribution
  7. Enter the Roth contribution amount 

 

If you are still having issues please try to clear your cache and delete you cookies before trying the steps again.