- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If it is a traditional IRA, you will need to enter the nondeductible contributions (it is a follow-up question to your 1099-R entry). If it was a Roth IRA, there are a few questions to categorize it as a qualified distribution and nontaxable (once again, go through all of the questions after the 1099-R entry carefully).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 9, 2025
8:36 AM