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Retirement tax questions
As a distribution of prior contributions is not taxable, you'll need to enter your prior years' Roth IRA contributions.
After you have entered your form 1099-R, TurboTax will take you back to the summary page titled Your 1099-R Entries.
On that page, click Continue and follow the TurboTax interview until you arrive at the page titled Enter Prior Year Roth IRA Contributions where you can enter the amount of your past contributions.
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March 26, 2025
10:55 AM