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mv49
February 12, 2025
Question

Where do I go to enter the value of my Roth IRA as of 12/31/24?

  • February 12, 2025
  • 1 reply
  • 0 views
I entered the incorrect value of my Roth IRA as of 12/31/24. How do I go back to this entry?

    1 reply

    D
    DanaB27
    February 16, 2025

    This question comes up in the IRA contribution section when you made an excess contribution or had an excess contribution from prior years:

     

    1. Login to your TurboTax Account 
    2. Click on "Search" on the top right and type “IRA contributions” 
    3. Click on “Jump to IRA contributions"
    4. Select “Roth IRA”
    5. Continue through the questions until you get to the "Tell us the Value of your Roth IRA"

     

    Please see What happens if I made an excess Roth IRA contribution

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