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jflynch2
New Member

Form 8606

My investment company tells me I need to file Form 8606 since I took a distribution from a Roth IRA.  I have reported this on my turbotax information.  Why is it not generating the form for me?  Thank you

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‎March 23, 2025 2:52 PM
last updated ‎March 23, 2025 2:52 PM
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DanaB27
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Expert Alumni

Form 8606

Are you over 59 1/2 and had the Roth IRA for 5 years? Then this distribution is a Qualified Distribution and Form 8606 isn't filled out.

 

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‎March 24, 2025 5:10 AM
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