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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.
‎February 11, 2024
7:45 AM