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New Member
posted Apr 5, 2021 4:05:05 AM

Hi, I was entering information about distributions from my IRA and it asked me if my IRA was closed before December 31, 2020, but now I can't find where that question is

I got confused at first so I tried to start over by deleting all the info about my IRA. Now I have the answer to that question, which before I was answering incorrectly, but I can't figure out how to change my answer

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1 Replies
Expert Alumni
Apr 5, 2021 5:13:53 AM

Please follow these steps to get to the "Were Any Roth IRAs Open?" screen:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” enter your 1099-R information
  4. On the "Your 1099-R Entries" screen click "continue"
  5. Continue through the questions until the "Were Any Roth IRAs Open?" screen. Answer if your account was open on December 31, 2020