677246
What will be asked of me with Turbo Tax. I can substantiate back to 2002.
You'll need to sign in or create an account to connect with an expert.
Simply click the Continue button on the Your 1099-R Entries page and answer Yes when asked if you had a Roth Account prior to 2012. No "proof" is required with your tax return. The IRS has received Forms 5498 from your Roth IRA custodians over the years, so they already have the proof.
Simply click the Continue button on the Your 1099-R Entries page and answer Yes when asked if you had a Roth Account prior to 2012. No "proof" is required with your tax return. The IRS has received Forms 5498 from your Roth IRA custodians over the years, so they already have the proof.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
xiaochong2dai
Level 2
lac528
Level 3
masvelez19
New Member
Hsinnett
New Member
kevinr12240
Level 3