DanaB27
Expert Alumni

Retirement tax questions

As Opus17 mentioned you will need to provide the information about contributions and conversions in the follow-up questions:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top and type “1099-R” 
  3. Click on “Jump to 1099-R” and enter all your 1099-Rs
  4. Click "Continue" on the "Review your 1099-R info" screen after you entered all you Form 1099-R
  5. Answer "Owned Any Roth IRA for Five Years?" screen
  6. Continue through the questions and make sure you enter the net contributions prior to 2023 on the "Enter Prior Year Roth IRA Contributions" screen 
  7. Make sure you answer the questions about conversion if you made them in the past.

 

@royulrich 

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