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March 19, 2025
Question

does box 11 and 13 require an entry

  • March 19, 2025
  • 1 reply
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Box 11 - 1st year of Roth Contribution - is this really required?

1 reply

March 24, 2025

If your Form 1099-R doesn't have an entry in this box, you can leave it blank. TurboTax will ask in a later screen if you've had your Roth IRA opened for more than 5 years.