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Should I be seeing a screen for Roth excess contribution, when I haven't entered or contributed to Roth?

 
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3 Replies
DaveF1006
Employee Tax Expert

Should I be seeing a screen for Roth excess contribution, when I haven't entered or contributed to Roth?

To clarify, did you make any contribution to a retirement plan either on your own or through payroll?

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Should I be seeing a screen for Roth excess contribution, when I haven't entered or contributed to Roth?

I did through payroll.  The $ amount referenced on the excess contribution message is the same as my company's contribution to my retirement plan.  

MarilynG1
Employee Tax Expert

Should I be seeing a screen for Roth excess contribution, when I haven't entered or contributed to Roth?

How did TurboTax know what your company contributed to your Retirement Plan?  This is not normally reported on a W-2, but does it appear on yours?

 

If so, and you imported/uploaded your W-2, you could delete it and type it in yourself.

 

 

 

 

 

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