dmertz
Level 15

Retirement tax questions

"What were your Roth IRA contributions prior to 2025?" - We do not know. Did I choose the wrong answer in prior windows or is there a way to find this answer?

 

Because your husband is over age 59½ and you indicated that he had met the 5-year holding requirement for qualified Roth IRA distributions, there is no need for TurboTax to even be asking that question.  It doesn't matter what amount you enter because it has no bearing on determining the taxable amount of the distribution.  Because it is a qualified distribution, it is tax-free and is not to be reported on Form 8606 Part III.