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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.
‎February 5, 2020
9:46 AM