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March 22, 2025
Question

How to I determine my net regular contributions prior to 2024 that remain in my IRA?

  • March 22, 2025
  • 1 reply
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I withdrew some Roth IRA funds for the first time in 2024.

    1 reply

    KrisD15
    March 22, 2025

    TurboTax can keep track of the balance of a Roth IRA as an additional service, but it is not required for filing. 

    You can disregard and move past that question if the distribution was qualified and your 1099-R has code T or Q in Box 7. 

     

     

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