dmertz
Level 15

Retirement tax questions

TurboTax always asks for this when you have entered something about a Roth IRA.  In your case, it's unnecessary to provide this information as long as you indicate to 2023 TurboTax, if asked, that you had a Roth IRA before 2019.  TurboTax will then treat any of your regular Roth IRA distributions as qualified distributions and will not prepare Form 8606 Part III.