DanaB27
Expert Alumni

Retirement tax questions

Are you referring to the follow-up questions after you enter all your Form 1099-Rs? The net contributions prior to 2023 on the "Enter Prior Year Roth IRA Contributions" screen?

 

If yes, then note the IRS sees all Roth IRA's as one account and you will need to enter all your net contributions prior to 2023 here.

 

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