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Retirement tax questions
Edit the Form 1099-R and in the follow-up make sure to indicate that the distribution is NOT from a Roth IRA account.
This question in TurboTax is a trick question. Since code B already indicates that the distribution is from a Roth account in a qualified retirement plan, not from a Roth IRA, this question asked by TurboTax serves no purpose other than to trip you up.
‎June 6, 2019
1:39 AM