Distributions from a Roth IRA and Form 8606

[QRFMTOA]

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:

1. Nondeductible contributions made to a traditional IRA
2. 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)
3. Conversions from a traditional, SEP, or SIMPLE IRA to a Roth IRA
4. 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

[fanfare · Accepted solution]

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]

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

[QRFMTOA]

@fanfare 

Thank you very much!

JWK in CVA

[QRFMTOA]

@Mike9241 

Thanks, scoop, I mean, Champ.