After 5 years i withdraw my roth ira why did turotax use form 8606

ithie614 — Sat, 01 Jun 2019 20:36:35 GMT

Unless you are disabled, Form 8606 is required if you are...

dmertz — Sat, 01 Jun 2019 20:36:37 GMT

Unless you are disabled, Form 8606 is required if you are under age 59½. For Roth IRA distributions to be qualified distributions, you must meet both the 5-year requirement and be age 59½ or over. 2018 TurboTax will omit Form 8606 Part III only if your Form 1099-R has code T and you indicate in the follow-up that you had a Roth IRA before 2014 or if the Form 1099-R as code Q. (Codes T and Q indicate that you were age 59½ or over at the time of the distribution. Code J indicates that you were under age 59½.)

topic After 5 years i withdraw my roth ira why did turotax use form 8606 in Retirement tax questions

After 5 years i withdraw my roth ira why did turotax use form 8606

Unless you are disabled, Form 8606 is required if you are...