- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
To clarify, did you take a Roth IRA distribution in 2024 and have Form 1099-R with code J? If not then Form 8606 part III isn't filled out.
If you had a nonqualified distribution, did you have net contributions on line 22 entered? If they cover the distribution amount then line 24 isn't filled out.
You should have the IRA Information worksheet that shows the Roth basis in part II and V.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 12, 2025
3:54 AM