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The issue in GetHuman-bassdadd's own words
I have Turbo Tax Deluxe version. For **** we contributed $*,*** each into our Roth IRA and now that we are into our taxes we find that the whole amount is an excess contribution. I'm past age ** *** so I can't recharacterize mine into an IRA so I just had the fiduciary agent remove the amount. My wife recharacterized hers into an IRA. No matter how I work it in turbo tax it says we own the *% penalty tax on the whole amount. That section of turbo tax is certainly confusing and I'm about ready to go to a accountant and have them do my taxes.
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