dmertz
Level 15
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Retirement tax questions

Yes, after you click the Continue button on the page that lists the Forms 1099-R that you have entered, including this Form 1099-R, 2023 TurboTax will ask if you first contributed to a Roth IRA for some year prior to 2019.  When you answer Yes to this question, TurboTax will treat code T the same as code Q by including the gross amount on Form 1040 line 4a but excluding it on line 4b.  Form 8606 Part III will not be prepared because the distribution is a qualified distribution.

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