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Retirement tax questions
I cannot recreate the issue, you might have to delete the 1099-R and reenter it. Answer all follow up questions carefully.
A code T in box 7 of 1099-R is for a Roth IRA distribution, when an exception applies. It is used for a distribution from a Roth IRA if the IRA custodian does not know if the 5-year holding period has been met but:
- The participant has reached age 59 & 1/2
- The participant died, or
- The participant is disabled.
If this is not correct, then you might have to contact the issuer to correct this.
If you need additional help please see What is the TurboTax phone number?
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May 9, 2021
9:46 AM