topic TURBO TAX PREMIER ROTH IRA VALUE USED FOR EXCESS CONTRIBUTION in Deductions & credits

TURBO TAX PREMIER ROTH IRA VALUE USED FOR EXCESS CONTRIBUTION

Hawkpilot — Wed, 11 Feb 2026 10:46:15 GMT

While working on excessive Roth contribution for tax year 2022, TT asks for value of Wife's Roth IRA on December 31st, 2023. The note says to include any contributions made after 2023 that were for tax year 2023. Excluding contributions made after DEC 2023, what value do I use for calendar year 2023: Is it the FMV in Box 5 from Form 5498?

Re: TURBO TAX PREMIER ROTH IRA VALUE USED FOR EXCESS CONTRIBUTION

Anonymous_ — Fri, 20 Dec 2024 02:53:11 GMT

Re: TURBO TAX PREMIER ROTH IRA VALUE USED FOR EXCESS CONTRIBUTION

Hawkpilot — Thu, 17 Oct 2024 16:06:39 GMT

Guessing there is no solution to my original post about what "value" to use when working on excessive Roth IRA contributions.