I am looking to withdraw contributions only from my Roth IRA and want to confirm what (if any) tax forms I need to fill out. In reviewing online, I see references to form 8606 (part III for distributions) as well as 1099-R. However, I wasn't sure if 1099-R was only to report earnings, which in this case I won't be taking out. I am also under 59 1/2. I am under the assumption that you can withdraw your contributions to a roth regardless of age, where it is after tax money.
If contributions withdrawn, would my IRA custodian provide a 1099-R form regardless (and this would be designated as a qualified withdrawal), and thus I would just fill out the fields on the 1099-R form, and Turbo Tax would then generate a 8606 based off this? Looking to know the scope of what I need to report so I can do this for when submitting my 2023 return. Thank you
-Dan
