turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

TT online did not ask for my wife's Roth IRA contributions which I would like to track. Can I go back somehow to add it in?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
MindyB
Employee Tax Expert

TT online did not ask for my wife's Roth IRA contributions which I would like to track. Can I go back somehow to add it in?

Yes. If you would like to enter your Roth contributions so that TurboTax tracks your basis, here is how to do so in TurboTax Online:

 

  1. Go to Deductions & Credits
  2. Select the Retirement and Investments section, then select Start or Revisit next to Traditional IRA and Roth IRA.
  3. On the Tell us about your IRAs screen, check the Roth IRA box next to your wife's name and select Continue.
  4. Continue until you get to the screen [Your wife's name] Roth IRA to select Yes she contributed to a Roth IRA, continue until you are asked to enter the contributions

View solution in original post

1 Reply
MindyB
Employee Tax Expert

TT online did not ask for my wife's Roth IRA contributions which I would like to track. Can I go back somehow to add it in?

Yes. If you would like to enter your Roth contributions so that TurboTax tracks your basis, here is how to do so in TurboTax Online:

 

  1. Go to Deductions & Credits
  2. Select the Retirement and Investments section, then select Start or Revisit next to Traditional IRA and Roth IRA.
  3. On the Tell us about your IRAs screen, check the Roth IRA box next to your wife's name and select Continue.
  4. Continue until you get to the screen [Your wife's name] Roth IRA to select Yes she contributed to a Roth IRA, continue until you are asked to enter the contributions

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question