Deductions & credits

Yes, you can track your Roth basis with TurboTax. Please follow these steps during the federal interview:

1. Click on "Search" on the top right and type “IRA contributions” 
2. Click on “Jump to IRA contributions"
3. Select "Roth IRA" 
4. Enter any contributions for 2022
5. On the "Did You Open a Roth IRA Before 2021?" answer "Yes"
6. On the "Let Us Track Your Roth IRA Basis" screen answer "Yes"
7. TurboTax will ask you follow-up questions in regard to net contributions and conversions.

To enter the state and local taxes:

1. Click "Deductions & Credits" (under Federal) on the left
2. Scroll down and click "Show more" next to "Estimates and Other Taxes Paid"
3. Scroll down and click "Start" next to "Estimated Tax Payments"
4. On the "Estimated taxes" screen, scroll down to "2021 state estimated taxes paid in 2022" and "Start/Revisit".
5. On the "How much did you pay in state estimated taxes?" screen, enter the amount paid.
6. Continue with the onscreen interview until complete. 
7. On the "Estimated taxes" screen, scroll down to "2021 local estimated taxes paid in 2022"
8. Continue through the interview

No, you don’t need to file a CA state return if you were not a CA resident in 2022 and had no CA-sourced income.

[Edited 2/26/2023 | 6:33 am PST]

@nojnof