Level 1
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Retirement tax questions

 
Level 20
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Retirement tax questions

Because you were over age 59½ and you made your first contribution to a Roth IRA for a year prior to 2012, any distribution from your Roth IRA is a qualified distribution, tax and penalty free.  After entering this Form 1099-r, be sure to click the Continue button on the Your 1099-R entries page, and, if TurboTax asks, indicate that you made your first contribution before 2012.

Level 19
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Retirement tax questions

considering your total contributions, did you have a loss or a gain on your Roth adventure?