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Retirement tax questions
If you had the Roth IRA for 5 years and indicated this in the Roth follow-up questions in the retirement section then this is a Qualified Distribution and TurboTax doesn't need to fill out Form 8606. It seems you entered this correctly since your return doesn't have Form 8606.
- Login to your TurboTax Account
- Click on "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter all your 1099-Rs
- Click "Continue" on the "Review your 1099-R info" screen after you entered all you Form 1099-R
- Answer "Owned Any Roth IRA for Five Years?" screen
Note, if you had the Roth IRA for 5 years then you do not need to enter the net contribution prior to 2024.
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March 10, 2025
7:16 AM