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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.
‎February 9, 2025
12:39 PM