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I overfunded my '23 ROTH contribution in March '24. It was corrected before the '23 Tax filing deadline. What do I enter into '24 IRA Contribution Worksheet Line 26?

Are there any other considerations I need to make while going through the TurboTax prompts?
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1 Reply
MaryK4
Expert Alumni

I overfunded my '23 ROTH contribution in March '24. It was corrected before the '23 Tax filing deadline. What do I enter into '24 IRA Contribution Worksheet Line 26?

If you indicated that you removed the excess in 2023, you would not have to make any changes in TurboTax last year.  It should be blank (zero).

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