dmertz
Level 15

Retirement tax questions

If at the time of the distribution it had been less than 5 years since the beginning of the year for which you first made a Roth IRA contribution, Form 8606 is required to report a code T distribution.  If it had been more than 5 years, make sure to click the Continue button on the Your 1099-R Entries page and be sure to answer Yes when 2019 TurboTax asks if you contributed to a Roth IRA before 2015.