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April 15, 2025
Question

I overfunded my '23 ROTH contribution in March '24. It was corrected before the '23 Tax filing deadline. What do I enter into '24 IRA Contribution Worksheet Line 26?

  • April 15, 2025
  • 1 reply
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Are there any other considerations I need to make while going through the TurboTax prompts?

1 reply

April 15, 2025

If you indicated that you removed the excess in 2023, you would not have to make any changes in TurboTax last year.  It should be blank (zero).