DanaB27
Expert Alumni

Retirement tax questions

You can withdraw contributions you made to your Roth IRA anytime, tax- and penalty-free. Therefore, if you only withdrew your contributions you will not get the  "Did you use your IRA to pay for any of these expenses?" screen.

 

  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 2024 on the "Enter Prior Year Roth IRA Contributions" screen

 

@bobkat2022 

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