essary69
Returning Member

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?