DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to enter your net contribution prior to 2021 (contributions minus withdrawals):

 

  1. Click on "Search" on the top and type “1099-R” 
  2. Click on “Jump to 1099-R” and enter all your 1099-Rs
  3. Click "Continue" on the "Review your 1099-R info" screen
  4. Answer all the follow-up questions and make sure you enter the net contributions prior to 2021 when you get to the "Enter Prior Year Roth IRA Contributions" screen
  5. Answer the remaining question.
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