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pc-124
New Member

I need to go to form 5329 to fix it. How can I jump to that section?

I accidentally posted the wrong amount for one of our Roth IRA's ending balance for 12/31/2024. How can I correct that?
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1 Reply
DanaB27
Expert Alumni

I need to go to form 5329 to fix it. How can I jump to that section?

Go back to the IRA contribution interview to get to the question about the Roth IRA value:

 

  1. Click on "Search" on the top right and type ā€œIRA contributionsā€ 
  2. Click on ā€œJump to IRA contributions"
  3. Select ā€œRoth IRAā€
  4. Continue through the questions until you are asked about the Roth IRA value.
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