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New Member
posted Mar 4, 2022 9:55:14 PM

In the Early Roth IRA withdrawal questions, Turbotax goes from asking about Spouse A's Roth IRA (with a 1099-B) to asking about Spouse B's Roth IRA (without a 1099-B)

For context, Spouse A had an early withdrawal from a Roth IRA in 2021.  Spouse B did not.

Here are the back to back windows:
"Withdraw from SpouseA's Roth IRA Before 2021?"-- Yes
"Enter Prior Year Roth IRA Contributions Report SpouseB's net regular contributions prior to 2021"

I'm going to treat this like the display bug I think it is, and enter SpouseA's net regular contributions prior to 2021.

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1 Replies
Expert Alumni
Mar 5, 2022 9:05:12 AM

If you are referring to the questions during the contribution interview then please be aware that the question is asking about PRIOR to 2021, not in 2021. 

 

I cannot recreate the issue, you might want to delete and reenter the information. 

 

Please be aware, you get Form 1099-R for a distribution from a retirement account. Form 1099-B is for the sale of stocks, bonds, mutual funds, and other securities. Please see Where do I enter a 1099-B?

 

To enter Form 1099-R for a retirement distribution please follow these steps:

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”