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Retirement tax questions
Thank you (and everyone so far). This makes sense.
So at this point my only open question is, when I upload the 1099-Rs and start going through the questions, ("Let's see if we can reduce your early withdrawal penalty..") I am getting the "Identify the plan" screen where I MUST choose something. I can only make it work if I choose "qualified plan" and then add the corrective distribution amount on the next screen. I just want to make sure doing this is correct even though Roth IRAs are not qualified plans?
‎February 10, 2025
10:17 AM