1099-R form Code T

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Last year I changed financial institutions from Ameriprise to Osaic. When I got my 1099-R for a Roth distribution from Ameriprise it was coded Q for Qualified distribution, as I am 65 and have not contributed to the Roth in 8 years. But when I got 2 1099-R from Osaic for 2 Roth distributions they were coded with a T for exception applies. I'm assuming that is because they didn't know I have had this Roth for over 5 years. Where do I enter into TurboTax that this is a Qualified distribution? I imported the forms and when I go back to edit them there is no way for me to identify this. What should I do? Should I delete it and start again? Did I miss some key questions?

CatinaT1Answer

Alumni - Intuit

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dmertz

Level 15

Click the Continue button on the page that lists the Forms 1099-R that you have entered and 2023 TurboTax will ask if you had a Roth IRA before 2019. Answer Yes and TurboTax will treat code T the same as code Q.

salsfirstAuthor

Level 2

Yes, I clicked the button that says I had the Roth IRA opened before 2019. The federal form picks it up correctly but the Massachusetts state form X has it as taxable. Is there a bug in Turbotax state?