Ashby
New Member

Retirement tax questions

Your financial institution managing the Roth should issue you a 1099-R for the $10,000 distribution.

There should be a code "Q" in Box 7. This code designates it as a Qualified Roth Distribution which would be nontaxable.

If you have not received this form, I would recommend you contact the financial institution.

Here's how you enter it once you have received:

https://ttlc.intuit.com/replies/4194737

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