echobird
Returning Member

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!