RXTerry
New Member

If I have lost track of the basis for my Roth IRA. I have filed contributions and distributions. How do I correct or update this information in TurboTax or IRS?

I have never made excess contributions to my Roth, or recharacterized any contributions. I have made some after tax contributions to a 401K that was converted to a traditional IRA many years ago.  TurboTax keeps accurate track of this and adjusts the taxable amount of my traditional IRA distributions.

Am I in trouble with the IRS?