leOlive
Returning Member

Retirement tax questions

Thanks @DanaB27

I'm in the right section now but still missing something. 

 

I enter my Roth contributions for 2024 as 0

Switch from a Roth to Traditional- No

Let us track your Roth Basis- Yes

Withdraw from Roth before 2024- No

Enter prior year Roth contributions - 0 (Note says do not include amounts converted from a traditional IRA)
Tell us the years- 2020,2021,2022, 2023

(Each year non taxable converisons full $6k amount, 0 for taxable)

Due to divorce- No

Excess Roth contributions- No

 

And nothing changes on line 24 in form 8606. I'm not seeing a ROTH IRA worksheet in my turbotax forms and I have one from 2023 in my return, so maybe I made an error else where?

THANK YOU SOOOO much @DanaB27!!!!