Distributions from a Roth IRA and Form 8606

QRFMTOA — Thu, 02 Dec 2021 22:54:12 GMT

TurboTax provided the following information in an Article online:

TurboTax will automatically generate and fill out Form 8606 (Nondeductible IRAs) if you reported any of these on your tax return:

Nondeductible contributions made to a traditional IRA
Distributions from a traditional, SEP or SIMPLE IRA that had nondeductible contributions (excluding rollovers, conversions, recharacterizations, qualified charitable distributions, one-time distribution to fund an HSA, or return of certain contributions)
Conversions from a traditional, SEP, or SIMPLE IRA to a Roth IRA
Distributions from a Roth IRA (other than rollovers, recharacterizations, or a return of certain contributions)

My question is what Distributions from a Roth IRA will trigger Form 8606?

The reason for my question is:

I had a distribution from a Roth IRA (other than a rollover, a recharacterization, or a return of contributions) and I want to know if Form 8606 applies to me, and
I asked the very broad question "what distributions ..." instead of "Does Form 8606 apply to me under the following circumstances because I believe learning things serendipitously is one of God's gifts to human beings.

Thank you very much for any assistance I may receive.

Sincerely,

JWKinCVA

Re: Distributions from a Roth IRA and Form 8606

fanfare — Fri, 03 Dec 2021 16:56:17 GMT

Did you review Form 8606?

If you took money out of your Roth before age 59 1/2, you have to file Form 8606.

Mike9241 — Fri, 03 Dec 2021 20:10:14 GMT

if you're that inquisitive then go to the IRS website and read the form's instructions.

QRFMTOA — Tue, 01 Feb 2022 23:04:59 GMT

Thank you very much!

JWK in CVA

QRFMTOA — Tue, 01 Feb 2022 23:05:25 GMT

Thanks, scoop, I mean, Champ.