BCARnot a TurboTax expert by any means, but when I followed the guidance in this thread all my Federal and State forms were updated correctly and seemed to acco...
ah ok now I see what you are saying, but the steps I took did not throw any amount on form 5329 line 25. my form shows the "gain" on my excess contribution on l...
@ljwil123I am confused on what forms you are seeing these issues, but I followed the steps from @DanaB27 and I was able to get through the process to import a 1...
@DanaB27 -- reaching out to see if I have this right. seems your response makes sense but I want to make sure I am putting in the right distribution codes on my...
Hello @MinhT1@NY2NC95 --- I am about to file my 2023 taxes and I see there is still some confusion around how I should report my 2023 Excess Roth IRA contributi...