benze260
New Member

Clarification needed on amt to include in Roth IRA distribution reason line. Do I include amounts from both my and spouse's IRA or just mine?

Turbo Tax only asks what I used my Roth IRA withdrawal for but not my wife.  I pulled out of both for higher education expenses.  Do I include the total amount of expenses on my entry or just up to the amount of my withdrawal?  I believe it only asks me because my withdrawal amount exceeds my basis, whereas my wife's withdrawal is well below her contribution basis.