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R
ramledray
Level 3
August 5, 2026
Question

How to corrrect excess ROTH IRA contribution shown on IRS Form5529?

  • August 5, 2026
  • 1 reply
  • 20 views

My client made a 2025 ROTH IRA contribution for his spouse and an excess contribution penalty appears on IRS Form 5529. What should I do in Pro Series to correctly eliminate the penalty?

 

    1 reply

    R
    ramledrayAuthor
    Level 3
    August 5, 2026

    I found the answer.  The client had a foreign income exclusion that modified the ROTH IRA contribution allowance calculation.

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