DanaB27
Employee Tax Expert

Get your taxes done using TurboTax

Yes, you will enter $11,000 for total Roth IRA contributions before 2024 on the "Enter Prior Year Roth IRA Contributions" screen (assuming you never withdrew anything before).

 

"Increase the amount on line 22 by any amount rolled in from a designated Roth, Roth SEP, or Roth SIMPLE account that is treated as investment in the contract." (Form 8606 line 22 instructions)

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