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Retirement tax questions
I have a question about TurboTax. When I enter early Roth IRA distributions, Form 8606 is not automatically generated. Can you help me understand how to get TurboTax to create Form 8606 automatically? I want to ensure that my early distributions are not treated as taxable income and that I can zero them out. Are there any additional steps I need to take to achieve this?
Thank you!
March 8, 2024
6:13 AM