PM36
New Member

Retirement tax questions

Both answers from Sharond007 and Mertz are great; But I still have my dilemma regarding Code J and Q for a qualify distribution code.  I terminated my 401k plan after age 65 and for my Roth IRA  Qualify Distribution portion they sent me a 1099R with code  B. Now my previous employment is correcting the 1099R with code J.

Even the IRS agent suggested to be a code J.  Please expand on these two code for a Quality Distribution.

 

Thanks for all your help.