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Thank you @SusanY1.

One more clarification... for the 1099R that I enter with the taxable portion (same as provided by mail to my son except adding a value in 2a and unchecking the 2b box for 'taxable amount not determined', should I select distribution code J as indicted on the form (early withdrawal from Roth IRA) or code 2 as you indicated in the previous reply? Code 2 doesn't seem to apply to Roth's (per the description in TurboTax).

 

Thank you again.