Cindy0H
New Member

Retirement tax questions

It should not be taxable. There are a few questions that will be asked about the Roth, but you may have missed them.

  • Federal
  • Income & Wages
  • Retirement
  • IRA, Pension Plans
  • Edit your 1099R
  • Make sure the IRA box below box 7 is checked
  • Answer the questions
  • When you get to Your 1099-R Entries, click continue
  • It will ask questions about your Roth...it will ask about your Roth contributions prior to 2018