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Roth IRA distribution after 5 yrs and disabled
I am under 59 and took a Roth IRA distribution for the full amount. I had it for more than 5 yrs and I am permanently disabled.
Here is info from 1099-R:
1 Gross distribution $19,421.49
2a Taxable amount
2b Taxable amount not determined (X)
Total distribution (X)
....
7 Distribution code(s) J
IRA/SEP/SIMPLE ( )
Since I meet the criteria for the distribution to be penalty and tax free how do I enter the information so that happens.
March 19, 2020
5:27 PM