DanaB27
Expert Alumni

Retirement tax questions

Please make sure you put the checkmark in your name. Also, be aware if both of you contributed to a Roth then it will first ask all the questions for the primary person on the return and then ask the questions for the secondary person. Please read all questions carefully.

 

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “IRA contributions”
  3. Click on “Jump to IRA contributions"
  4. On the "Traditional IRA and Roth IRA" screen place the checkmark carefully under your name.
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