Why is IRA Worksheet not showing prior year Roth Contributions?

[neworchid]

We have prior year Roth contributions and conversions, previously tracked in the IRA Worksheet in prior years.

This tax year 2025 we did not qualify for direct Roth contribution so only contributed to non-deductible Traditional IRA.  After entering it in TurboTax, I expected to see the complete tracking of current and prior years' IRAs but only the Traditional IRA showed up on the IRA worksheet.

Why is that?  Is that because we have no Roth contribution for 2025?  Or did I miss a step in the interview portion?

[dmertz]

The ways that TurboTax can lose you tracked Roth IRA contribution and conversion basis is by not transferring in the previous year's TurboTax tax file to begin the current-year tax return, by deleting the IRA Information Worksheet, or by deleting this information field-by-field when TurboTax asks you to enter or confirm this information.

[neworchid]

I did transfer from last year's return and somehow it got most of the information from last year's return, except for the IRA Worksheet and the payment information.

One thing different that I can think of that we're using a new computer but I made sure all the tax information are available and should have been copied over.

Am I the only one having this issue?

[dmertz]

I've seen no other mention of this issue.

I suggest looking at the IRA Information Worksheet in your 2024 tax file to see if the basis is correctly shown there.  If you are using the desktop version of TurboTax, I suggest beginning another tax return as a test and transferring in the 2024 tax file.