1099-R form Code T

[salsfirst]

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?

[dmertz]

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.

[salsfirst]

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?

[CatinaT1]

Many things have been corrected in the latest updates to TurboTax. Are you still experiencing this problem?

Make sure you have ran all updates. 

If using TurboTax Online: Clear your cache and cookies. See this FAQ, for your particular browser.

If using TurboTax Desktop: Please see this FAQ.