If you did not meet the 5 year period then please make sure you enter your net contributions prior to 2024 and the conversions prior to 2024 in the Roth follow-up questions:
- 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
- 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
- On the "Any Roth IRA Conversions?" screen answer "Yes" if you made conversions before 2024
- Continue through the questions.
If you made a Roth IRA contribution for 2024 then please make sure you enter it in the IRA contribution section:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “Roth IRA”
Please see Distributions of conversion and certain rollover contributions within 5-year period for additional information.
@WD Fretz
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