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Retirement tax questions
[Edited]
@t231 , simply enter a zero in box 2a of TurboTax's 1099-R form to indicate that the distribution from the inherited Roth IRA is nontaxable. It's a TurboTax requirement that you explicitly indicate the taxable amount this way for a distribution from an inherited Roth IRA when there is code T in box 7.
March 21, 2022
5:07 AM