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Retirement tax questions
The Form 1099-R provided by Vanguard is correct and they are correct to refuse to change it.
You must enter the Roth IRA contribution to establish your contribution basis before TurboTax can properly prepare Form 8606 Part III that none of the distribution is taxable when rounded to the nearest dollar.
Your age does not matter. How long you've had a Roth IRA does not matter.
ā€ˇFebruary 4, 2021
3:18 PM