Retirement tax questions

Is the code Q from an inherited Roth IRA?  Or are you totally disabled?

If not, then it is clearly wrong since you are not over age 59 1/2.

 

You should tell the account trustee that they must have your age wrong and then need to correct the 1099-R with a code J as it should be.

 

 

**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.**