DanaB27
Expert Alumni

Retirement tax questions

 

You will have to click continue after you entered all your Form 1099-Rs and it will be after the Roth IRA questions. But if the "Did you use your IRA to pay for any of these expenses?" screen doesn’t come up then this means you didn’t have any taxable earnings and your distribution isn’t subject to the 10% early withdrawal penalty. You must have only withdrawn your contributions. Therefore, no entry is needed. 

 

@mkirkwag 

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