dmertz
Level 15

Retirement tax questions

The question about withdrawals is asking about regular distributions.  A $300 return of contribution is treated as if that $300 was never contributed.  That $300 is not part of your Roth contribution basis.

 

You can enter the 2021 Form 1099-R into 2021 TurboTax.  If it does not affect your 2021 tax return, TurboTax will simply ignore it.