The answer to the question is required by the IRS. The IRA Information Worksheet that tracks contributions is provided as a convenience and not required. Many taxpayers do not enter it at all or do not use TurboTax every year. To be consistent for all taxpayers and to ensure that the 5 year rule is met, TurboTax requires an explicit answer and not rely on carry-over worksheets that may or may not be accurate or even exist.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
