dmertz
Level 15

Retirement tax questions

After clicking the Continue button on the page that lists the Forms 1099-R that you have entered, 2024 TurboTax will ask if you had a Roth IRA before 2020.  Answering Yes will cause TurboTax to treat code T the same as code Q, treating the distribution as a qualified distribution that is not reportable on Form 8606.