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Rolled Roth IRA from work to an outside Roth IRA - Why is Turbo asking me to enter contributions when it was a rollover?
I started a Roth IRA through work in 2021. A certain percent of my check went to that Roth IRA. In 2024 I rolled that Roth IRA into another Roth IRA (outside of work). On the Turbo Tax 1099-r form, I entered box 5 which shows contributions. Now Turbo Tax is asking me what I contributed previous to 2024. How do I know what the previous contributions were prior to 2024? Do I need to enter that since this was not a withdrawal but a rollover from one Roth IRA to another Roth IRA ? Lastly, I've owned this Roth IRA for less than 5 years, but it's still a Roth IRA, just rolled over to another company.
March 7, 2025
8:47 AM