After you enter the 1099-Rs, there are follow-up questions needed to complete the 8606. If your distribution is showing as taxable, you must go back and Revisit the section to make sure all of the questions have been answered.
A qualified distribution is one that is made at least five years after the year of the participant's first designated Roth contribution (counting the first year as part of the five) and is made: On or after attainment of age 59½, On account of the participant's disability, or. On or after the participant's death.
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