Get your taxes done using TurboTax

Just enter the 1099-R.

 

A code T is a qualified distribution except that the trustee does not know if the 5 year rule is met.    TurboTax will as if you had the Roth for 5 years and the 2008 date established that so you can answer yes.   Nothing should be taxable.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**