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How do I get my original IRA entry off my form? The suggestion for TT home and business didn't work.

I was distracted and entered my IRA as traditional and then mistakenly said it was converted to ROTH when it was a ROTH from the outset.  TT won't let me reset it, how do I erase my original entry?

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Accepted Solutions
dmertz
Level 15

How do I get my original IRA entry off my form? The suggestion for TT home and business didn't work.

You can completely remove your previous IRA-contribution entries by deleting the IRA Contribution Worksheet.  In the CD/download version of TurboTax, switch to forms mode, open this worksheet, then click the Delete button.  Finally, switch back to step-by-step mode and revisit the IRA contribution section.

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1 Reply
dmertz
Level 15

How do I get my original IRA entry off my form? The suggestion for TT home and business didn't work.

You can completely remove your previous IRA-contribution entries by deleting the IRA Contribution Worksheet.  In the CD/download version of TurboTax, switch to forms mode, open this worksheet, then click the Delete button.  Finally, switch back to step-by-step mode and revisit the IRA contribution section.

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