How Much Should I Enter If I requested Excess Traditional IRA Contribution Removal

Andy142 — Tue, 10 Feb 2026 10:46:56 GMT

Last year I contributed $6500 in Traditional IRA as Spousal IRA

but I decided to request excess Traditional IRA contribution removal because of my spouse income limit.

Only $400 can be deductible so I will ask to remove $6100 from last year my contribution.

Once It's done.

Then how much should I enter traditional IRA contribution in turbotax?

Just enter $400? or should I enter the full amount I contributed last year?

I tried entering the full amount but Turbotax didn't ask any kind of excess removal only asked like switch or recharacterization.

Thanks

Re: How Much Should I Enter If I requested Excess Traditional IRA Contribution Removal

AnnetteB6 — Mon, 26 Feb 2024 15:07:19 GMT

You should enter only the $400 contribution for 2023 that will remain in the Traditional IRA into your return.