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Get your taxes done using TurboTax
@bmbaffoe13 , this distribution was not from a Roth IRA. It was from a designated Roth account in an employer plan like a 401(k). After selecting code B in one of TurboTax's box-7 selections and code 2 in the other, TurboTax unnecessarily asks if the distribution was from a Roth IRA. When you mistakenly answer Yes, TurboTax complains. The only correct answer to this question posed by TurboTax is No. TurboTax Product Quality that TurboTax presenting this trap for the unwary is not a problem in TurboTax and instead blames the user for not understanding that this type of Roth account is not a Roth IRA.
March 2, 2022
8:47 PM