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Retirement tax questions
No. The 1099-R is correct. The "J" is required to say that it is a Roth.
After the 1099-R summary screen keep going in the interview, then it will ask if there are any exceptions to the penalty. Enter the 1099-R box 1 amount in the "Other" box for being over age 59 1/2.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 6, 2019
9:31 AM