DanaB27
Expert Alumni

Retirement tax questions

You need to enter your Roth IRA contributions under net contributions in the follow-up questions:

 

  1. Click on "Search" on the top and type “1099-R” 
  2. Click on “Jump to 1099-R” and enter all your 1099-Rs
  3. Click "Continue" on the "Review your 1099-R info" screen after you entered all you Form 1099-R
  4. Answer "Owned Any Roth IRA for Five Years?" screen
  5. Continue through the questions and make sure you enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen
  6. On the "Any Roth IRA Conversions?" screen answer "Yes" if you made conversions before 2024
  7. Continue through the questions.

@mjmcgillick 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"