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Retirement tax questions
Well, in my situation, I haven't made any contributions to the ROTH, as it is inherited. Since it is 5 years since any money has been added (if not more), and I have to take all of the money within 10 years anyway, I cashed this ROTH out to make a downpayment on my house.
As far as I can tell, it should be non-taxable, but it is showing up as taxable (and quite a sizable number too). How can I fix this, or do I just give up and use a different tax service? Phone support / chat was no use, person couldn't see past the script they were reading.
‎April 11, 2022
4:43 PM