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Retirement tax questions
@dmertz I have a 1099-R with code 2B. It should be an exempt early withdrawal of roth money from a 401k account, not from a roth ira account. If I answer the question "did this come from a roth ira account" with a YES it gives me an error that I can't use 2B. If I answer the question with a NO it lets me use 2B. So is it right to say it didn't come from a roth IRA, even though it was roth money inside a 401k?
March 16, 2023
8:20 AM