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Retirement tax questions
Thanks for your reply. The Roth was opened prior to 2010, so the waiting period is definitely over.
Here are my answers to all the questions:
1) Does the 1099-R fit any special category: "none of the above"
2) Did you inherted this IRA: "yes"
3) "Someone else who passed away"
4) Person: "David" Year passed away: "2018"
5) If David first opened a Roth IRA account prior to 2015, it's considered a "qualified distribution"
I chose: "David first opened a Roth IRA before 2015."
6) Was this a Qualified Disaster Distribution? "No"
That is the last question it asks and it pops me back out to the overall 1099-R entries. It still shows the money from the Roth distribution on my state income. How could I have answered those questions differently?
Thanks
Mike