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Go to the IRA contribution section. Click on the Roth check box for your spouse. Answer yes you have a contribution. Do not enter an amount on the contribution page and clock through until the excess contribution screen shows up. It should auto-populate with the amount of the excess. Enter 0 (zero) and continue to the end of the interview. That should remove the excess and penalty.
You can amend the last 3 years for a refund if you have been paying the penalty in error.
Enter IRA contributions here:
Federal Taxes,
Deductions & Credits,
I’ll choose what I work on (if that screen comes up),
Retirement & Investments,
Traditional & Roth IRA contribution.
OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "ira contributions" which will take you to the same place.
Go to the IRA contribution section. Click on the Roth check box for your spouse. Answer yes you have a contribution. Do not enter an amount on the contribution page and clock through until the excess contribution screen shows up. It should auto-populate with the amount of the excess. Enter 0 (zero) and continue to the end of the interview. That should remove the excess and penalty.
You can amend the last 3 years for a refund if you have been paying the penalty in error.
Enter IRA contributions here:
Federal Taxes,
Deductions & Credits,
I’ll choose what I work on (if that screen comes up),
Retirement & Investments,
Traditional & Roth IRA contribution.
OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "ira contributions" which will take you to the same place.
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