dmertz
Level 15

Retirement tax questions

@Dpuperu , because your first contribution to a Roth IRA was less than 5 years ago, distributions from your Roth IRA are not qualified distributions.  Click the Continue button on the page that lists the Forms 1099-R that you have entered and, when 2021 TurboTax asks, enter the amount of your Roth IRA contributions made for years prior to 2021.  TurboTax will prepare Form 8606 Part III to calculate the taxable amount of your distribution, which will only be the earnings that were distributed from the Roth IRA.  Your original contributions are distributed first, earnings last.