I think there is a bug in the 2025 TurboTax Deluxe Desktop version. I have used TurboTax to track my Roth IRA basis for many years but it is not working correctly this year.
I select the "Traditional and Roth IRA Contributions" from the Deductions & Credits menu. I respond to the step-by-step questions for myself and my wife (we are MFJ). During my data entry, it skips the question "Do you want TurboTax to track (Thomas') Roth IRA basis?" and goes directly to the "What were (Thomas') Roth IRA contributions prior to 2025?" prompt. (It asks both these questions for my wife's data entry.) When I enter my total Roth contribution amount, it does not take into account the Roth IRA withdrawals from previous years. The basis value in lines 6 and 23 on my IRA Information Worksheet form is the full contribution amount entered at the above prompt. My 2024 IRA Worksheet does not have this error - it lists the correct amounts.
Additional background - I have not contributed to my Roth IRA for many, many years. I have performed Roth conversions every year from 2019-2025. I have made Roth withdrawals in 2023, 2024 and 2025. And one more comment - the "Learn more" link on the "What were your Roth IRA contributions prior to 2025?" page actually opens up a "Roth IRA Conversion" help topic, which is wrong.
Please let me know if you need additional information to troubleshoot this software bug. Thank you.
