MarilynG1
Expert Alumni

Retirement tax questions

If you didn't also receive a 1099-R, enter 0 (or leave it blank).

 

There is a Simple Roth IRA as of 2022, but if your funds were going to that type of account, you'd receive a 1099-R to report the taxable income.

 

Here's more info on Simple Roth IRA.

 

@Sandy88 

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