230519
You'll need to sign in or create an account to connect with an expert.
Only you know if you had any money in Roth accounts at year-end. Your Roth IRA custodian has no way of known if you have any Roth accounts with other custodian's If still have money in any Roth IRA accounts, answer Yes. If you no longer have any money in Roth IRA accounts, answer No. I suggest going back to the 1099-R entry section, clicking the Continue button on the Your 1099-R Entries page and proceeding to where TurboTax asks this question because there are other questions in that area that you might have also missed. Otherwise, just supply the answer to the question in the Smart Check where you are seeing this error message.
Only you know if you had any money in Roth accounts at year-end. Your Roth IRA custodian has no way of known if you have any Roth accounts with other custodian's If still have money in any Roth IRA accounts, answer Yes. If you no longer have any money in Roth IRA accounts, answer No. I suggest going back to the 1099-R entry section, clicking the Continue button on the Your 1099-R Entries page and proceeding to where TurboTax asks this question because there are other questions in that area that you might have also missed. Otherwise, just supply the answer to the question in the Smart Check where you are seeing this error message.
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.
cellsmore
New Member
user17545861291
New Member
soccerfan1357
New Member
blankfam
Level 2
Binoy1279
Level 2
in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill