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New Member
posted Apr 10, 2025 2:31:26 PM

Does TT already have Roth IRA Contributions prior to 2024?

I was thinking that detail was provided 3-4 years ago to TT. Trying to avoid going back into old filings.

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1 Replies
Level 15
Apr 10, 2025 4:43:11 PM

If you've used TurboTax throughout and you have not done something that would cause TurboTax to lose your basis information (such as not transferring in the previous year's tax file ), Your Roth IRA contribution basis should be present on TurboTax's IRA Information Worksheet.