On 6/16/2015 2:04 PM, Bill Woessner wrote:
> I grabbed form 8606 and the instructions
>
> There's no mention of the 5-year rule. Am I missing
> something?
Line 19 is where you report "total nonqualified distributions." The
general instructions for Form 8606 describe what a qualified
distribution is:
Qualified distribution. Generally, a qualified distribution is any
distribution from your Roth IRA that meets the following requirements.
1. It is made after the 5-year period beginning with the first year for
which a contribution was made to a Roth IRA (including a conversion or,
in the case of a qualified retirement plan, a rollover) set up for your
benefit, and...
-Tad