Thanks for the response. I will confirm with her, but I do believe for at least the last 5 years she has always had at least one open Roth IRA. Last year she had a qualified roth  distribution (code Q), so she must have had that account for at least 5 years.

Thanks for the reference. If there was conversion from IRA to Roth, then that conversion would have its own 5 year clock. If there was not any conversion, then this wouldn't apply if I'm understanding correctly and based on the fact that she had an open IRA for the last 5 years, she shouldn't have to pay any penalty/tax on this distribution.

If that's the case, then I can't figure out how to make proseries rmake the whole Roth distribution nontaxable