- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
It may depend on the 1099R distribution code in Box 7. If it is a code 7, then this is a normal distribution that is fully taxable. Roth distributions usually have a code B, Q, or T. Checked to see if this has any of those codes. If not, you may need to request a corrected 1099R from the trustee.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 31, 2020
7:09 PM
1,252 Views