Get your taxes done using TurboTax

Please make sure you enter your 2022 Roth contribution first then TurboTax will correctly calculate the withdrawal as non-taxable.

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” and enter your $6,000 contribution.

Then enter your Form 1099-R and answer the follow-up questions:

1. Login to your TurboTax Account 
2. Click on "Search" on the top and type “1099-R” 
3. Click on “Jump to 1099-R” and enter all your 1099-Rs
4. Click "Continue" on the "Review your 1099-R info" screen
5. Answer all the questions and make sure you enter the net contributions prior to 2021 on the "Enter Prior Year Roth IRA Contributions" screen
6. Answer the remaining question.

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