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New Member
posted Feb 26, 2023 5:09:51 PM

I'm being asked for the value of my Roth IRA. Is it wanting the total value or just my 2022 contributions?

0 2 1918
2 Replies
Level 15
Feb 26, 2023 6:35:39 PM

TurboTax is asking for the combined year-end balance in your Roth IRA(s).

Expert Alumni
Feb 26, 2023 7:15:43 PM

It is asking you for your total year end balance of your ROTH IRA.

 

Do I need to report my Roth IRA contributions?

 

You have to report your traditional IRA contributions on your tax return in order to claim a tax deduction, and you should enter your Roth IRA contributions into TurboTax, because:

 

  • You might qualify for the Saver’s Credit
  • This will record your Roth IRA basis, which can be useful for future tax calculations
  • Your traditional IRA contributions may be tax-deductible (the deduction may be limited if you or your spouse is covered by a retirement plan at work and your income exceeds certain levels)
  • Excess contributions to a Roth or traditional IRA might result in a tax penalty

 

To enter your 2022 IRA contributions (money you put into your IRA):
 

  1. Sign into your TurboTax account.
  2. Open or continue to your return.
  3. In the search bar, type IRA contributions and select the Jump to link in the search results.
  4. We'll take you to the Traditional IRA and Roth IRA screen, where you can start the IRA interview.


Click here for information on where to enter your Roth IRA contributions.