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Retirement tax questions
I am using Premier not Deluxe, perhaps that is the difference? Anyway, it is the TurboTax section for filling in the 1099R information, which, since I imported, is the same as what Fidelity submitted although I can change or add information. I do not get the screen you showed asking if it was from before 2018, only the questions/blanks that correspond to the 1099 and, yes, Blank 11 asks what year the Roth was opened. I agree that changing the code to Q is not good but what choice do I have unless I want to get taxed on a qualified Roth distribution. Nothing else works.
March 10, 2023
5:50 AM