Solved
How to add a letter from my brokerage company that states that I removed excess contributions from Roth IRA? I realized I was above MAGI limit in Feb using TurboTax.
No text available
Attaching the letter is not necessary but providing explanation is necessary. Your explanation can include information from the letter. TurboTax will prompt for the explanation when you enter the original Roth IRA contribution and indicate to TurboTax the amount of contribution returned. The explanation should include the date and amount of the contribution, the date and amount of contribution returned (not the amount distributed), and the amount distributed after adjusting for investment gain or loss.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
