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sengthayJ
New Member

1099-R Code 1 CARES ACT withdrawal

Part of my distribution was from a roth 401k, am I suppose to subtract that out from the total distribution and input that into column b? The directions are kind of confusing and unclear for my situation. 

DMarkM1
Expert Alumni

1099-R Code 1 CARES ACT withdrawal

It appears you are using the forms view.  There is a specific line (3) for Roth distributions.  In that line you would enter your total Roth distributions in column A and the qualified disaster Roth distribution in column B. 

 

The other non-Roth distributions would follow the same pattern in their respective lines (either 1 or 2). 

 

If the total in column B is more than 100,000, then you will need to allocate the maximum 100,000 among the lines in column C. 

 

If column B is less than 100,000 then column C is unused.

 

 

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