DaveF1006
Expert Alumni

Retirement tax questions

Even though the Box isn't checked, check it because it reports a qualified Roth IRA Distribution. It should not be a taxable event if you indicated you met the 5-year holding period requirement. This will appear as a follow-up question as you complete the entire section in reporting your 1099R. Also make sure you didn't indicate you made excess contributions when the section appears.

 

Also did you make any disaster distributions in prior years or indicate that you did?

 

@perogers60

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