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I originally entered a recharacterization for my IRA and I would like to change this to an overpayment, how do I do this in TurboTax?

 
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1 Reply
DanaB27
Expert Alumni

I originally entered a recharacterization for my IRA and I would like to change this to an overpayment, how do I do this in TurboTax?

Can you please clarify your question.  You entered a recharacterization, but you want to enter the withdrawal of an excess contribution plus earnings? Did you request a recharacterization with your financial institution? Is this excess for a Roth IRA or traditional IRA?

 

 

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