- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, since you are over 59 1/2 and had the Roth IRA for more than 5 years your distributions are Qualified Distributions and therefore nontaxable. You can ignore the questions about the net contributions prior to 2023. Your Form 1099-R should have code Q or T in box 7.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 14, 2024
6:39 AM
2,479 Views