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audreynolan108
April 15, 2025
Question

Where do I edit my recharacterization note? It has incorrect info and I cannot find it in my traditional or Roth contributions section.

  • April 15, 2025
  • 1 reply
  • 0 views
I added an incorrect value to the note and cannot find where to edit it in TurboTax but see it in my final filing review PDF

1 reply

D
DanaB27
April 15, 2025

It should be right after the "Tell Us How Much You Transferred" screen in the IRA contribution interview. Please note, you need to enter more $0 on this screen to get the Explanation screen next.

 

  1. Click on "Search" on the top right and type “IRA contributions” 
  2. Click on “Jump to IRA contributions"
  3. Select “traditional IRA” or "Roth IRA"
  4. Continue until you get the "Tell Us How Much You Transferred" screen enter more than $0
  5. Edit your entry on the "Your Explanation Statement" screen
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