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Level 1
posted May 17, 2021 11:58:53 AM

How to extract past Roth IRA basis contributions from TT?

TurboTax has been tracking my Roth contributions on my Mac for many years. I've been forced to migrate to a PC because Intuit has abandoned users of older Macs. I was unable to import my Mac/2019 return into PC/2020, so I have to enter data by hand.  How do I convince TT 2019 on my Mac to tell me the value of my past Roth contribution basis, so I can manually enter the value information my PC/2020 return?

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1 Replies
Expert Alumni
May 17, 2021 12:20:07 PM

Look for your 2019 IRA Information worksheet. Part II has your Roth contribution basis listed.