If you had your Roth IRA for 5 years or more then please follow these steps to enter your Form 1099-R and exclude up to $10,000 of your distribution:
- Click on "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Continue until "Did you use the money you withdrew to buy your first home?" and enter up to $10,000 under "this money was used to buy a home"
- After entering all Form 1099-Rs click "continue" on the "Review your 1099-R info" screen
- Answer the question on the "Owned Any Roth IRA for Five Years?" screen
- Continue through the questions and make sure you enter the net contributions prior to 2021 on the "Enter Prior Year Roth IRA Contributions" screen
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