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Retirement tax questions
Please make sure you indicate that you had the Roth IRA for more than 5 years in the follow-up questions. Click continue after you entered all Form 1099-Rs.
Can you please check line 4b if the qualified Roth distribution shows up as taxable?
To preview Form 1040:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
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‎February 14, 2025
12:34 AM