turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Form asks for first year of designated Roth contribution. I do not remember and paper trail was destroyed. What year do I enter when I don't know?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Form asks for first year of designated Roth contribution. I do not remember and paper trail was destroyed. What year do I enter when I don't know?

Check record on-line with account custodian(s). Lacking that, won't matter much if you can (eventually) prove first time was at least five years ago ...

 

Form asks for first year of designated Roth contribution. I do not remember and paper trail was destroyed. What year do I enter when I don't know?

The issuer of the 1099-R enters that on the form if this is a 1099-R for a designated Roth and the box 7 code indicated a designated Roth (code B or H).   Enter what the form you received has or blank of no entry on your 1099-R.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies