ColeenD3
Expert Alumni

Retirement tax questions

Are you sure it is taxable? Look on Line 4b of your 1040.

 

A Roth with Code 7 in Box 7 would need an additional identifier. 

 

B

Designated Roth account distribution.  NOTE: If code B is in box 7 and an amount is reported in box 10, see the instructions for Form 5329.

 

Q

Qualified distribution from a Roth IRA.