Retirement tax questions

You can have TurboTax track your Roth basis in the IRA contribution interview:

1.  Click on "Search" on the top right and type “IRA contributions” 
2. Click on “Jump to IRA contributions"
3. Select “traditional IRA” and "Roth IRA"
4. Answer questions in regard to your traditional IRA
5. On the "Roth IRA Contributions" screen answer "No"
6. On the "Did You Open a Roth IRA Before 2024?" answer "Yes"
7. On the "Let Us Track Your Roth IRA Basis" screen answer "Yes"
8.  enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen
9. On the "Any Roth IRA Conversions?" screen answer "Yes" if you made conversions before 2024 (these will go on line 24 of Form 8606 if you took a nonqualified Roth IRA distribution in 2024.)
10. Continue through the questions.

You 2024 conversion is automatically be added to line 24 of Form 8606 when you enter the Roth conversion in TurboTax and took a nonqualified Roth IRA distribution.