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How do I remove the IRA Contributions Worksheet? I haven't made any contributions to an IRA this year.

After completing my taxes this year, TurboTax gave me a validation error on the ORA Contributions Worksheet form. However, I haven't made any contributions to an IRA, only to a 401k. Error message is below: Check This Entry IRA Contributions Worksheet: Line 26 - Taxpayer's excess Roth IRA contribution credit should be equal to $2606.00, the Roth IRA contribution credit from Form 5329, Part IV. I'm guessing I filled something out incorrectly earlier in the process that is causing this error message but I cannot find if for the life of me. I've reviewed my Wages & Income and Deductions & Credit sections thoroughly and have been unable to find any incorrect/incomplete information that would explain this.
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2 Replies
DanaB27
Employee Tax Expert

How do I remove the IRA Contributions Worksheet? I haven't made any contributions to an IRA this year.

It seems you got an excess Roth IRA contribution carried over from your 2023 return or you entered that you had a previous excess contribution. 

 

If you didn't have an excess contribution from the previous year then please remove the entry:

 

  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. On the "Enter Excess Contributions" screen delete the entry if you do not have an excess contribution from prior years (if you have an excess contribution from the prior year then you can apply the excess con the next screen)

 

You might want to check your 2023 return Form 5329 part IV if you had an excess contribution. 

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How do I remove the IRA Contributions Worksheet? I haven't made any contributions to an IRA this year.

Thank you for the response! It turns out the actual solution was a little bit easier than all that. At some point in my taxes I had added a form for IRA accounts. Even though I couldn't find the documents in the standard UI they were there in the background. I was able to use the Tools link and the Delete forms option to look through the different documents in my return and delete the IRA forms. 

 

Once I knew where to look I was able to fix this in no time at all!

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