Please follow these steps to get the follow up questions in the federal interview about a Roth IRA distribution:
- Login to your TurboTax Account
- 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 after you entered all you Form 1099-R
- Continue until you get the "Owned Any Roth IRA for Five Years?" screen. Answer and continue.
- Continue through the questions and make sure you enter the net contributions prior to 2023 on the "Enter Prior Year Roth IRA Contributions" screen.
If you do not get these follow-up questions then please let us know what is your code in box 7?
@rjbartlett91
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