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.**

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