DMarkM1
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Retirement tax questions

From the Form 1099R instructions:  "Roth IRAs. For distributions from a Roth IRA, report the gross distribution in box 1 but generally leave box 2a blank. Check the “Taxable amount not determined” box in box 2b. Enter Code J, Q, or T, as appropriate, in box 7. Do not use any other codes with Code Q or Code T." 

 

Codes Q and T both have an age 59.5 requirement so code J is what is left.  

 

Check Table 1 on page 15 for the table of codes for box 7 on the Form 1099-R for more information.

 

 

 

 

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