early distribution of Roth IRA

[ljwalters]

Client emptied her Roth IRA. The progam is taxing the whole amount what am I missing?

Linda and Buddy

[Lion EA]

Not using ATX so just guessing, but does it have the starting date of her Roth so it knows it's been over five years? Does it know it's a Roth?

[LindaB]

You have to fill out part III of form 8606, you may want to get the instructions for the form to figure out what they want on each line.