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March 4, 2020
Question

I want to go back to check my Roth IRA conversion buck can not get there. I am at the file complete page. Help. Please!?

  • March 4, 2020
  • 1 reply
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In Turbo Tax how do you go back to the IRA conversion section?

1 reply

DaveF1006
March 5, 2020

If you have completed your return and efiled, you will not be able to make any changes in your return. If it is complete and ready to be mailed, you can make changes.  To check your entry:

1) click on add a state at the bottom of the page.This will allow you to go back into your return

2) Go to federal>deductions and credits>retirement and investments>show more

3) Traditional and Roth IRA Contributions>revisit

4) Scroll through the questions until you reach a page asking Tell Us How Much You Transferred

5) This screen you will indicate Amount switched from a traditional contribution to a Roth contribution.

6) NOTE: if you have already efiled, DO NOT CHANGE YOUR ANSWER HERE.  You will need to file an amended return if the information you entered is incorrect. If it says complete, ready to mail, then you can change your answer here.

 

 

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