If you are under 59 1/2 please make sure you click continue after entering all your Form 1099-Rs to get to the Roth IRA follow-up questions. You can withdraw contributions you made to your Roth IRA anytime, tax- and penalty-free.
- 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
- Answer "Owned Any Roth IRA for Five Years?" screen
- Continue through the questions and make sure you enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen
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