Clarification of TT Roth Questions
So I have a small job where I created and contributed to a Roth account for the last 3 years. In 2024, I also did a traditional IRA conversion to a Roth. So, these are two different Roth accounts at two different institutions.
When going through TT it asks me to enter my 2025 (And early 2026-for TY 2025) Roth contributions. All fine. Then it asks me if I had opened ANY Roth's in 2024 or a previous year--OK, I guess that would apply to both accts--The PT job Roth from 2023, and the Roth conversion. Right? Then It asks me if I want to track the Roth account's Basis--but I have TWO Roth accounts. Opened in different years. Are they talking about only the one I'm currently contributing to? I guess the language used isn't specific enough for me.
