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Retirement tax questions
"it does not generate a Form 8606 for this ROTH distribution"
This means that TurboTax is indeed treating it as a nontaxable qualified distribution and you have already told TurboTax that you had a Roth IRA before 2020. Qualified Roth IRA distributions are not to be reported on Form 8606.
March 10, 2025
8:30 AM