DanielV01
Expert Alumni

Retirement tax questions

You will need to report the distribution.  It shouldn't be taxable if you did not recover your basis.  But the distribution is reported on a 1099-R, and that needs to be reported.  When asked about the Roth distribution, make sure you enter the amount of the contributions you made to it after tax before 2018.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"