DavidS127
Expert Alumni

Retirement tax questions

Form 1099-R reports most distributions from retirement plans, not only Roth but regular IRS, pensions, annuities, etc. (the "R" is for retirement).  See this IRS link for more details on Form 1099-R.

 

The TurboTax website now reports the Form 8606 as available 2/13/2020.

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