I took money out of my Roth account but just the basis. However, my financial adviser only sent it to me as a 1099 R. Do I need to change this form to a different form?

[roxdough]

My understanding is that I will not owe taxes on the basis amount.  The Roth account started ten years ago.

[JulieS]

No, you don't need a different form. You should enter the 1099-R form on your tax return and then enter information about your Roth account to show the basis. 

Here is how to enter the basis of your Roth IRA in TurboTax:

1. Search for IRA contributions using the search box located in the upper right corner .
2. Click on the Jump to IRA contributions.
3. Check the box showing that you contributed to a Roth IRA.  
4. The next screen asks you to verify that you contributed to a Roth IRA, choose Yes.
5. If you didn't contribute to the account in 2019, just enter $0. 
6. The next screen asks if the contribution was a repayment of a retirement distribution, choose No.
7. Answer the remaining questions according to your situation. After a few more questions you will be asked about your contributions in the past.

Once your data is in there, TurboTax will treat your distribution as a qualified Roth distribution, so nontaxable and no penalty.