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C
corys456-
February 13, 2022
Question

Do i need to complete the Roth contributions if I am not getting a form from Edward jones?

  • February 13, 2022
  • 1 reply
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1 reply

D
DanaB27
February 13, 2022

It depends, you are not required to enter the Roth contribution but it might qualify you for the Retirement Savings Contributions Credit (Saver’s Credit).

 

Please be aware, your Roth IRA contribution may be limited based on your filing status and income. Please see 2021 - Amount of Roth IRA Contributions You Can Make for 2021 for details.

 

 

Please follow these steps to enter your Roth contributions:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “IRA contributions”
  3. Click on “Jump to IRA contributions"
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