Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Jun 6, 2019 1:14:40 AM

I've had the same Roth IRA for years. Now, I see there's a tax on excess contributions. Is this because of the new regulations?

Is there a maximum amount one can contribute to one's Roth IRA? After I paid off a bill, I increased my monthly contribution. Now there is a .06% penalty for excess contributions.  Worksheet 2018 and Form 5329 do not fully explain.

0 4 1288
4 Replies
Not applicable
Jun 6, 2019 1:14:42 AM

Yes, for tax year 2018 Roth IRA contributions are limited to $5,500. This limit is shared between your Roth IRA and any regular IRA you contributed to. There may be additional limitations depending on your modified adjusted gross income.

https://ttlc.intuit.com/replies/3301930


Returning Member
Jun 6, 2019 1:14:44 AM

That's part of the problem. My total contributions were $4280, less than the $5500. I'm still being assessed the penalty.  And I'm older than 50.

Not applicable
Jun 6, 2019 1:14:45 AM

Your modified adjusted gross income may have come into play, further limiting the amount you were able to contribute this year. The IRS has a table detailing how this affects the amount you can contribute to a Roth IRA. <a rel="nofollow" target="_blank" href="https://www.irs.gov/retirement-plans/plan-participant-employee/amount-of-roth-ira-contributions-that-you-can-make-for-2018">https://www.irs.gov/retirement-plans/plan-participant-employee/amount-of-roth-ira-contributions-that-you-can-make-for-2018</a>

Returning Member
Jun 6, 2019 1:14:47 AM

Thank you. That was very helpful, and it did explain my situation.