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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:
- Click on "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter all your 1099-Rs
- Click "Continue" on the "Review your 1099-R info" screen
- Continue until you get the "Enter Prior Year Roth IRA Contributions" screen and enter your net contributions prior to 2023
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February 17, 2024
1:55 PM