DaveF1006
Expert Alumni

Retirement tax questions

To clarify, Let us know how this reported in your return. Check your 1099R in Box 7 if the code is code Q. This tells the IRS that this is a Roth qualified distribution.  Any other distribution code could make the distribution taxable.

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"