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Level 2
posted Mar 9, 2023 6:24:52 PM

How do I stop TurboTax from printing an IRA Recharacterization Explanation that does not apply?

I originally entered IRA contributions incorrectly as Roth, before I understood how to do a back-door Roth IRA.  I deleted the Roth IRA contributions and entered it correctly.  IRA Contribution Results screen is/has been correct - NO Roth IRAs.  However, I'm ready to file and looking at the pdf of my return, and there is a page for a Recharacterization  Explanation.  All of the fields are blank except one - "The Amount Recharacterized: $7000."  I'm afraid there is lingering info in a wrong field that I can't delete!  I have just wasted a TON of time going back through all of the IRA section about 30 times - adding Roth IRAs back in so I can access those details and make sure everything is zero, and then going back and unchecking the Roth IRA box and back and forth trying everything I can to get the info to delete from the wrong place!!!!   While it doesn't really "show" a recharacterization, I don't want to submit with a dollar amount in a field where it shouldn't be!!!

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1 Best answer
Level 15
Mar 10, 2023 5:26:40 AM

In the online version of TurboTax, click Tax Tools -> Tools -> Delete a form and then click the Delete link next to the explanation form.

2 Replies
Level 15
Mar 10, 2023 5:26:40 AM

In the online version of TurboTax, click Tax Tools -> Tools -> Delete a form and then click the Delete link next to the explanation form.

Level 2
Mar 10, 2023 2:24:13 PM

THANK YOU dmertz!  I've been using TurboTax for as long as I can remember and I had no idea this existed!