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Retirement tax questions
Yes, the 1099R for the Roth distribution should contain codes in the boxes 5, 7 (could be multiple entries), etc., along with the checkboxes below box 7 and box 2b checkbox entries to be sure the correct taxable amount is determined and entered. You may also have entries in box 11.
The taxable portion of the distribution may be reported in box 2a.
When your distributions from your Roth show that you have taken all your original contributions (basis) to the plan out, then the remaining distributions will be taxable to you.
Refer to the following link in IRS Publication 590-B for additional information:
Are Roth Distributions Taxable
‎February 4, 2021
6:08 PM