DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Yes, there is a way to enter your Roth information in Turbo Tax that will allow you to enter all past contributions you made. You will need to reconstruct your statements in the past so you can accurately report your past contributions as well as your present contribution for 2020..

  1. Log into Turbo Tax

  2. Go to federal>deductions and credits>retirement and investments>show more

  3. Traditional and Roth IRA Contributions>start

  4. Scroll through the screens and answer the questions including this year's contribution.  Continue until you reach a screen that says Did You Open a Roth IRA Before 2020? Yes

  5. Next screen says Let Us Track Your Roth IRA Basis indicate yes

  6. Then it asks if you withdrew any of your Roth before 2020

  7. Next screen asks Enter Prior Year Roth IRA Contributions  Here is where you enter the total of all your prior year's contribution.

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