dkparsons
New Member

Roth ira contribution withdrawal

My spouse withdrew some ROTH contributions (only) but TurboTax is treating this as taxable but it shouldn't. As an experiment, if I switch the 1099-R to me then TT doesn't make that taxable. My spouse's ROTH was opened > 5 yrs ago and 2016 was her first withdrawal. The 1099-R has option "J" and checkbox for "taxable amount to be determined". How can I get TT to treat this correctly?