JP-4
New Member

1099-R Distribution T

I have received a 1099-R from Fidelity, that uses a distribution code of T (ROTH IRA distribution, exception applies).  When I asked them why it wasn't coded as a distribution code Q (Qualified Distribution from a ROTH IRA).  The answer was that Fidelity does not determine what is qualified and what is not a qualified distribution.  However, the turbotax program does not appear to recognize the "distribution T code, as it does not generate a Form 8606 for this ROTH distribution.  How do I handle this?