Roth 1099-R

[Jan911]

I received a 1099-R for a Roth that is a lifetime annuity.  This ROTH was opened in probably 1997-98 when you had the 5 year conversion grace period.  I do not believe I have made a contribution since origin.  I was 65 in 2024 when I turned on the annuity as I retired from working full time - why is TT asking for my prior year contributions and how do I get past this screen?  I don't even have records to know how much my contribution was back then.

[DanaB27 · Accepted solution]

Your Form 1099-R should have code T or Q since this is a Qualified Distribution. You can ignore the question about the net contributions prior to 2024. 

[Jan911]

It does have a code T which TT asked me to enter.  I did ignore the question but stupid it should ask it in the first place if it doesn't apply

Thanks!