- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Just enter the 1099-R.
A code T is a qualified distribution except that the trustee does not know if the 5 year rule is met. TurboTax will as if you had the Roth for 5 years and the 2008 date established that so you can answer yes. Nothing should be taxable.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 13, 2020
7:53 PM