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New Member
posted May 31, 2025 8:21:27 AM

I made a nonded IRA contr of $7000. I entered the full amount as non-deductible, yet on the IRA Cont Worksheet: Lines 12 /13, TT is setting them to 4580 & 2420. Why?

Due to this error, I am unable to e-file my return.

0 3 4793
3 Replies
Level 15
Jun 1, 2025 3:14:16 PM

Do over.

 

@dgjensen 

New Member
Jun 2, 2025 5:43:10 AM

Unfortunately, I tried that twice.  After going back through that section, it always comes back at $4580 and $2420 on lines 12 & 13.  During the process, TT does inform me that I am only eligible for a $4580 deduction and asks me how much of the $7000 I want to make non-deductible.  I enter $7000, and on the worksheet it shows $7000 as non-deductible, but TT always fills in line 12 & 13 incorrectly and then gives me an error when reviewing (which won't let me e-file the return). 

Level 15
Jun 2, 2025 6:21:34 PM

If Form 8606 shows $7000 on Line 1, it doesn't matter what your worksheet says.

Schedule 1 Line 20 should be zero.

Otherwise, contact TurboTax Support.

OR

Use override and file a paper tax return.

 

@dgjensen