1040-US: Roth IRA Contribution Data Entry

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

To enter Roth IRA contributions or have the tax application compute the maximum contribution, do one of the following in Screen IRA in the Retirement folder.

If the Total Roth IRA contribution and Have program compute maximum Roth IRA contribution fields are both completed, the tax application ignores the data entered in the Total Roth IRA contribution field and calculates the maximum allowed Roth IRA contribution.

Mark these fields in Screen IRA

Note: UltraTax CS displays the calculation for the allowable contribution on the Roth IRA Contribution Worksheet. To view this worksheet, press CTRL+F in Screen IRA and click the Roth IRA Worksheets tab.

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