dmertz
Level 15

Retirement tax questions

Click the Continue button on the page that lists the Forms 1099-R that you've entered, then tell TurboTax the amount of your basis in Roth IRA contributions and conversions.  TurboTax will then include these on Form 8606 Part III to calculate that the taxable amount of your Roth IRA distribution is zero (because you took out none of the earnings).