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April 14, 2023
Question

How can I tell on my 1040 tax return if I contributed to a Roth-IRA?

  • April 14, 2023
  • 1 reply
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April 14, 2023

If you haven't filed your return and you are trying to check if you entered a Roth IRA contribution then you can go to the IRA contribution interview :

 

  1. Click "Deductions & Credits" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement and Investments"
  3. Scroll down and click "Start" next to "Traditional and Roth IRA Contributions"

 

If you filed your return you can check your IRA contribution worksheet:

 

  1. In TurboTax Online, sign into your account.
  2. Select Tax Home in the left menu.
  3. Scroll down to Your tax returns & documents.
  4. Select Add a State (you're not actually adding a state, this opens the return back up)
  5. Select Tax Tools on the left and then Print Center 
  6. Select Print, save or preview this year's return
  7. Select the Federal return and worksheets
  8. Scroll down to the IRA contribution worksheet.
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