- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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?
March 10, 2025
6:40 AM