Roth IRA Basis tracking

I want TurboTax to keep track of my Roth IRA basis.

Does it matter if they were direct contributions versus a Roth IRA Conversion from a Traditional IRA, or are they both considered the same?

Thanks!

posted

Connect with an expert

1 Best answer

Accepted Solutions

Intuit Approved!

Roth IRA Basis tracking

Contribution basis and conversion basis are to be entered separately. TurboTax will ask for each.

View solution in original post

1 Reply

Intuit Approved!

Roth IRA Basis tracking

Contribution basis and conversion basis are to be entered separately. TurboTax will ask for each.

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post