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banjo1000
May 17, 2021
Question

How to extract past Roth IRA basis contributions from TT?

  • May 17, 2021
  • 1 reply
  • 0 views
TurboTax has been tracking my Roth contributions on my Mac for many years. I've been forced to migrate to a PC because Intuit has abandoned users of older Macs. I was unable to import my Mac/2019 return into PC/2020, so I have to enter data by hand.  How do I convince TT 2019 on my Mac to tell me the value of my past Roth contribution basis, so I can manually enter the value information my PC/2020 return?

1 reply

D
DanaB27
May 17, 2021

Look for your 2019 IRA Information worksheet. Part II has your Roth contribution basis listed.

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