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February 14, 2025
Question

I moved $7,000 into a roth IRA during 2025, how do I enter this information in my 2024 taxes?

  • February 14, 2025
  • 1 reply
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    1 reply

    VolvoGirl
    Employee
    February 14, 2025

    Moved?  Was it a new contribution or you converted your IRA to a ROTH?  If you rolled it over or converted it you should get a 1099R for that.  

     

    Enter IRA contributions under

    Federal On left

    Deductions and Credits

    Then scroll down to Retirement and Investments

    Traditional and ROTH IRA Contributions - Click the Start or Update button