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April 10, 2025
Question

Does TT already have Roth IRA Contributions prior to 2024?

  • April 10, 2025
  • 1 reply
  • 0 views
I was thinking that detail was provided 3-4 years ago to TT. Trying to avoid going back into old filings.

    1 reply

    Employee
    April 10, 2025

    If you've used TurboTax throughout and you have not done something that would cause TurboTax to lose your basis information (such as not transferring in the previous year's tax file ), Your Roth IRA contribution basis should be present on TurboTax's IRA Information Worksheet.