dmertz
Level 15

Retirement tax questions

After entering the Form 1099-R and answering the immediate follow-up questions, click the Continue button on the Your 1099-R entries page and, when asked, indicate that you've had a Roth IRA for 5 years or more.  This will cause TurboTax to treat the distribution as a qualified distribution, tax and penalty free, the same as if the payer had reported the distribution with code Q.  No Form 8606 will be needed.

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