- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Please follow these steps to get to the "Were Any Roth IRAs Open?" screen:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” enter your 1099-R information
- On the "Your 1099-R Entries" screen click "continue"
- Continue through the questions until the "Were Any Roth IRAs Open?" screen. Answer if your account was open on December 31, 2020
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
April 5, 2021
5:13 AM