dev145
Employee Tax Expert

Retirement tax questions

Earnings on Roth contributions are also not taxed when they are withdrawn from the plan if your withdrawal is a qualified distribution. A “qualified distribution” is a distribution that is made:

  • at least 5 years after the first contribution to your Roth account; and
  • after you’re age 59½ or on account of you being disabled, or to your beneficiary after your death.

https://www.irs.gov/retirement-plans/roth-acct-in-your-retirement-plan

 

Thanks for participating in TurboTax's Ask the Expert event today. I hope this information was helpful!

**Please cheer or say thanks by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Regards,
TurboTax Expert