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Premature Distribution from a Roth

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    Premature Distribution from a Roth

    Trying to populate Line 19 of Form 8606 with what is described as "qualified" early distributions.

    The IRS instructions for form 8606 tell you all kinds of things NOT to include on that line. However they do not tell you WHAT to include.

    No help from the 1099-R either. Gross distribution is $6000. Taxable amount is left blank, with our friendly "taxable amount not determined." Distribution code is a "J" and IRA is not marked.

    At this point I'll listen to anything. Thanks in advance -

    #2
    What goes on line 19 is all distributions not specifically excluded in 8606 instructions.

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      #3
      Thank you Kathy for a specific and relevant answer.

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