dmertz
Level 15

Retirement tax questions

This distribution will not be included in your AGI.  If you are under age 59½, when you enter the Form 1099-R be sure to click the Continue button on the Your 1099-R Entries page and proceed to where you can enter or confirm the amount of your Roth IRA contributions made for years prior to the year in which you receive and report the distribution.

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