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Get your taxes done using TurboTax
Thank you AmyC,
So based on your reply, was the distribution on my Roth IRA (consisting of only principal, i.e. after-tax money contributed into a traditional IRA and then converted into Roth IRA) considered taxable?
If you apply the strict bullet points, it is not a qualified distribution, because none of those bullet points address explicitly principal/contributions, only amounts withdrawn from the Roth IRA (regardless of whether principal, earnings or a mix of both).
If, as @fanfare wrote, that the Worksheet C doesn't apply to Roth IRA, I will have to contact TirboTax because I already filed and my return was accepted by NJ and an agent will need to help me file an amended return.
Thanks again
‎February 25, 2025
9:54 AM