Retirement tax questions

Code T indicates that the issuer do not know if the Roth was held for 5 years.  Be sure to answer yes to that question in the interview.    The box 1 amount should be on the 1040 form line 15a and zero on 15b for the taxable amount.

**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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