In the 1099-R, what are the distribution codes in box 7?
What are the exact dates of the withdrawal and replacement? An IRA rollover must replace the money in 60 days.
How old is your husband? [You can withdraw Roth contributions without penalty after age 59.5]
How much did your husband withdraw, and how much did he contribute to his Roth?
Has your husband had the Roth account more than 5 years?
The 1099-R distribution codes are the most important answers. TurboTax uses the distribution codes to determine how the withdrawal amounts are processed.
[Charles Schwab presumably knows the answers to the other questions, so the codes they enter in box 7 will determine how TurboTax treats the amounts. However, the answers to those questions will help YOU understand what is going on.]
