- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Jim,
I'm in the same boat -- TurboTax is treating my inherited Roth IRA distribution as taxable income. The holder of the Roth won't change the code to Q, and in a wasted hour with TurboTax, I was told that they're not working on fixing this. The same thing happened in 2019, but I took a smaller distribution and didn't notice it.
Have you found a workaround? Using the Q designation for the state seems dicey to me, since it's altering a document that's, I assume, been filed with the state government.
- David
‎April 12, 2022
7:36 PM