DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to get to the "Were Any Roth IRAs Open?" screen:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” enter your 1099-R information
  4. On the "Your 1099-R Entries" screen click "continue"
  5. Continue through the questions until the "Were Any Roth IRAs Open?" screen. Answer if your account was open on December 31, 2020
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