DanaB27
Expert Alumni

Retirement tax questions

Yes, during the IRA contribution interview, TurboTax will ask if you want to track the Roth basis and then ask about any Roth Conversions before 2022.

 

  1. Open your return
  2. Click “Deductions &Credits” on the top
  3. Click "I'll choose what to work on"
  4. Scroll down to “Traditional and Roth IRA Contributions” and click “Start
  5. Select “Roth IRA
  6. Continue and say "Yes"  to "Let us track your Roth basis"
  7. Continue and answer "Yes" to "Any Roth IRA conversions"
  8. Select the years and continue to enter the information 
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