DanaB27
Expert Alumni

Retirement tax questions

Please be aware, if you had the Roth IRA for 5 years and are over 59 1/2 then you getting Qualified Distributions which are nontaxable and you will not need to know the total contribution (you can ignore the net contribution question in TurboTax). Your Form 1099-R will have code T or code Q.

 

Otherwise, you will need to check your documents or ask your financial institution as Bsch4477 mentions.

 

 

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