SamS1
Expert Alumni

Retirement tax questions

Are you taking a Roth 401K retirement withdrawal?  Try changing the coding in box 7 to a 1,2, or 7 by dropping the letter code in front of it.  Go through the screens then after you have entered the Covid-19 distribution information, go back to the 1099R input and change it back.  You should see this screen and check the 1st box.