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pc-124
April 14, 2025
Question

I need to go to form 5329 to fix it. How can I jump to that section?

  • April 14, 2025
  • 1 reply
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I accidentally posted the wrong amount for one of our Roth IRA's ending balance for 12/31/2024. How can I correct that?

    1 reply

    D
    DanaB27
    April 14, 2025

    Go back to the IRA contribution interview to get to the question about the Roth IRA value:

     

    1. Click on "Search" on the top right and type “IRA contributions” 
    2. Click on “Jump to IRA contributions"
    3. Select “Roth IRA”
    4. Continue through the questions until you are asked about the Roth IRA value.
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