DanaB27
Expert Alumni

Retirement tax questions

As fanfare stated you do not need Form 8606 since you met the 5 year holding period. You distributions are Qualified Distributions.

 

Please answer the follow-up question in TurboTax how long you had the Roth IRA:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top and type “1099-R” 
  3. Click on “Jump to 1099-R” and enter all your 1099-Rs
  4. Click "Continue" on the "Review your 1099-R info" screen after you entered all you Form 1099-R
  5. Answer "Owned Any Roth IRA for Five Years?" screen
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"