LindaS5247
Expert Alumni

Retirement tax questions

Contributions made to a Roth IRA would be "after tax" contributions.  

 

Your Form 1099-R should be entered as shown unless you have reason to believe that it is incorrect.  

 

You should contact Principal if you believe your Form 1099-R has been improperly coded.

 

Click here for a list of Box 7 codes for Form 1099-R.

 

Click here for instructions on entering your Form 1099-R.

 

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