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February 12, 2025
Question

Where can I find the screen where I enter the value of my Roth IRA as of 12/31/24?

  • February 12, 2025
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    February 13, 2025

    To enter the value of your Roth IRA as of 12/31/24 in TurboTax:

    1. Open or continue your return.
    2. Navigate to the IRA contributions section:
      • TurboTax Online/Mobile: Go to "IRA contributions."
      • TurboTax will ask you a series of questions that calculate the value of your Roth IRA based on your answers.

    For more detailed guidance, you can refer to TurboTax's support articles.