I have been recording the cost basis for my Roth IRA in Turbo Tax. Where do I find that cost basis information?

[gjhaire]

I may need to make a withdrawal for a home repair, and I need to know what my cost basis is now, not wait until filing time.

[Bsch4477]

If using Online TurboTax, you should also get a record of it as one of the worksheets in your complete PDF (the large one with all the forms and worksheets) and can view/print it.   It's called the "IRA Information Worksheet."  Or if using desktop TurboTax, you can select that form to print out individually (or as a PDF) from the list of all forms displayed in Forms Mode.

[gjhaire]

Where do I find the large pdf with all the worksheets? I’m only finding a basic PDF with just my actual return, as well as the 1099s and W2s.

[DoninGA]

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@gjhaire wrote:

Where do I find the large pdf with all the worksheets? I’m only finding a basic PDF with just my actual return, as well as the 1099s and W2s.

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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2024 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.