To enter the value of your Roth IRA as of 12/31/24 in TurboTax: Open or continue your return. 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.

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mv49

Question

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

Forum|Forum|1 year ago
February 12, 2025
1 reply
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SabrinaD2

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

Open or continue your return.
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.