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Get your taxes done using TurboTax
I took early distribution of my Roth IRA on funds that were contriubted over 5 years ago, in an account older than 5 years old. The 1099-R form that Fidelity issued me has box 7 checked as "J", "early distribution from a Roth IRA, no known exception". Turbotax doesn't give me an option to select my circumstance, thus wanting to tax the whole amount. There were some proceeds in there which I understand are taxable.
How can I fix this and not get taxed on the portion that shouldn't be taxed? Thank you.
March 10, 2023
1:26 PM