Retirement tax questions

You are required to maintain your own records of contributions removed from a Roth IRA.

Some contributions removed may be reported on Form 8606,

Only you know the total amount of contributions remaining.

 

TurboTax tries to track it but you can't rely on that 100% even if you are a life long user of TurboTax.

 

As for the Note: conversions are tracked separately, adding more complexity.

 

@bbsd2