DaveF1006
Expert Alumni

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"