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Reporting Qualified Distributions from Inherited Roth - TT considers them taxable
I had a small qualified distribution from an Inherited Roth. The 1099-R box 2b says the taxable amount was not determined and the box 7 distribution code is T. I read that with the "T", TurboTax considers them unqualified. Even after I answer all of the questions it still considers it taxable. What am I doing wrong, or what can I enter to have then considered nontaxable (as they should be, and have been when not using TurboTax). The original owner did meet the 5 year rule and passed in 2012. Thanks.
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‎February 16, 2022
11:24 AM