DanaB27
Expert Alumni

Retirement tax questions

Can you clarify, are you talking about taking a Roth IRA distribution and entering your Roth basis?

 

If yes then please follow these steps:

 

  1. Click on "Search" on the top and type “1099-R” 
  2. Click on “Jump to 1099-R” and enter all your 1099-Rs
  3. Click "Continue" on the "Review your 1099-R info" screen
  4. Continue until you get the "Enter Prior Year Roth IRA Contributions" screen and enter your net contributions prior to 2023 
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