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Retirement tax questions
Please follow these steps to enter your net contribution prior to 2021 (contributions minus withdrawals):
- Click on "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter all your 1099-Rs
- Click "Continue" on the "Review your 1099-R info" screen
- 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
- Answer the remaining question.
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March 24, 2022
5:47 AM