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jww2018
Level 2

Help on IRA and Roth-IRA

How do I report the excess Roth-IRA contribution and recharacterization in TurboTax?

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‎February 28, 2021 12:54 PM
last updated ‎March 02, 2021 7:33 AM
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macuser_22
Alumni
Alumni

Help on IRA and Roth-IRA

The 2020 code JP must be entered into your *2019* amended tax return.

 

For the recharacterization and conversion see my answer to tax17- in this thread:

 

https://ttlc.intuit.com/community/retirement/discussion/how-do-i-file-a-roth-recharacterization-to-a...

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 28, 2021 1:10 PM
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