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Retirement tax questions
As dmertz mentioned you can start an amendment and add the Roth IRA contribution with the steps below. Or you correct your basis information in 2023 TurboTax after transferring your existing 2022 tax file.
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “Roth IRA”
- Answer “No” to “Is This a Repayment of a Retirement Distribution
- Enter the Roth contribution amount
Please be aware, it is always good to keep track of your Roth basis outside of TurboTax as well.
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February 11, 2023
5:36 AM