- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Recording a qualified roth distribution as not taxable
When entering a 1099-R information, for a qualified roth distribution, TT interprets the amount as taxable because box 2B says "taxable amount not determined". What is correct way to record the entries so that TT correctly identifies the distribution as NOT taxable.
‎January 24, 2025
5:12 PM