dmertz
Level 15

Retirement tax questions

If you have entered any Forms 1099-R, click the continue button on the page that lists the Forms 1099-R that you have entered.  TurboTax needs your year-end balance if you have any basis in nondeductible traditional IRA contributions and made any Roth conversions or other distributions from your traditional IRAs..

 

If you made an IRA contribution, go back through the entire IRA contribution section.  TurboTax needs your year-end balance if you have any excess contributions.