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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.
‎April 3, 2022
5:28 PM