dmertz
Level 15

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At the time of the distribution, were you over age 59½ (code T or code Q in box 7 of the Form 1099-R) and made your first Roth IRA contribution for some year prior to 2019?  If so, your Roth IRA distribution is a qualified distribution with no need to know your contribution and conversion basis because qualified distributions are tax free and not reported on Form 8606.  Qualified distributions are included on your tax return only on line 4a of Form 1040, not on line 4b.

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