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How do I edit an entry on the IRA Contributions Worksheet, Line26. I mis-entered, but TurboTax is not permitting me to edit the worksheet.

How do I edit the turbotax  IRS Contributions Worksheet?
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1 Reply
DanaB27
Expert Alumni

How do I edit an entry on the IRA Contributions Worksheet, Line26. I mis-entered, but TurboTax is not permitting me to edit the worksheet.

You will have to edit your entry on the "How Much Excess to 2023?" screen during the Roth IRA contribution interview:

 

  1. Click on "Search" on the top right and type “IRA contributions”
  2. Click on “Jump to IRA contributions"
  3. Select “Roth IRA
  4. On the "Do you have any Excess Roth Contributions" answer "Yes"
  5. Continue on the "Enter Excess Contributions" screen 
  6. On the "How Much Excess to 2023?" screen edit how much you want to apply to 2023.
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