DanaB27
Expert Alumni

Retirement tax questions

You will have to continue after you entered all Form 1099-R, then TurboTax will ask follow-up questions about your Roth IRA and you will be able to enter your prior contributions.

 

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

 

You can withdraw contributions you made to your Roth IRA anytime, tax- and penalty-free

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post