taxrookie
New Member

Retirement tax questions

Hi guys, I am in similar situation except I am under 59 1/2 years old.  When filing out this mock 1099-R data entry section, do I still need to enter on "Deductions and Credits" the original contributions made and contributions withdrawn before due date?  OR should I treat this section as "None of the Above" for having made a contribution for Roth IRA since I am filling out this mock 1099-R form for box 1, box 2a, and codes J and P?