MargaretL
Expert Alumni

Retirement tax questions

Yes, you should report form 1099-R reporting your Roth Distribution. Form 8606 must be filed when receiving a distribution from a Roth IRA.  If your return has been submitted- please wait - if it's rejected for some reason, you can add your 1099-R and re-send the return.

If your return has been submitted and accepted- you will have to amend; the return is mailed; takes about 16 weeks to process. Here are amending instructions.

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