I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

Will TurboTax tell me exactly how much in excess I contributed or do I need to calculate that myself? If I do have to calculate myself how is that checked?

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I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

Yes, TurboTax will calculate your maximum IRA contribution. You should do your Roth IRA contribution last.

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I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

Yes, TurboTax will calculate your maximum IRA contribution. You should do your Roth IRA contribution last.

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I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

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I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

I contributed $5,500 to my Roth in 2018 but I was in the phase out income level. How do I know exactly how much I need to recharacterize to my traditional IRA?

Unlock tailored help options in your account.

Get more help

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