1099-R Roth IRA Distribution

[tax85286]

Why does any amount need to entered on the screen entitled ENTER PRIOR YEAR ROTH CONTRIBUTION if the distribution that was taken in 2020 and shown on the 1099-R is from the Roth IRA that has always been a Roth IRA. In other words there has never been any conversion or a recharacterization.

[Bsch4477]

If you wish the program will track your prior contributions to determine your cost basis in your Roth. That information is helpful if you make withdrawals early. 

[macuser_22]

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@tax85286 wrote:

Why does any amount need to entered on the screen entitled ENTER PRIOR YEAR ROTH CONTRIBUTION if the distribution that was taken in 2020 and shown on the 1099-R is from the Roth IRA that has always been a Roth IRA. In other words there has never been any conversion or a recharacterization.

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To determine the taxable amount.     It is asking about your prior contributions to the Roth.   Your own contributions when removed are not taxable, but earnings are taxable.

[tax85286]

The distribution was taken after reaching the age of 591/2 and the account has been open for more than 5 years. Both of these issues were covered on previous screensof the program. The earnings nor the contributions that were from/to the Roth 401k are taxable, therefore I again ask the same question as above. Why does this screen even appear after replying to the 2 questions regarding age at time of withdrawal and the 5 year requirement?