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Retirement tax questions
The OP said they did not see first time home buyer in the exception list. That would indicate that the 1099-R entered was not coded as a IRA. Other retirement account types do not have a first-time home buyer exception.
(I am assuming that the interview was continued after the 1099-R summary screen or the exception list would not have been displayed.)
(I am assuming that the interview was continued after the 1099-R summary screen or the exception list would not have been displayed.)
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 1, 2019
10:05 AM