You'll need to sign in or create an account to connect with an expert.
If there's a code 3 (disability) in box 7 of your 1099-R, it's not subject to the penalty.
If there's any other code and you're penalized in box 7, keep going in the interview past the ROTH distribution questions, and you'll see this screen (see screenshot below).
Put the amount in the Permanent Disability field, and hit Continue.
If there's a code 3 (disability) in box 7 of your 1099-R, it's not subject to the penalty.
If there's any other code and you're penalized in box 7, keep going in the interview past the ROTH distribution questions, and you'll see this screen (see screenshot below).
Put the amount in the Permanent Disability field, and hit Continue.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
Dayvontae
New Member
VogtAl
New Member
Sharony
Level 2
Sharony
Level 2
SyberKnight
Level 3
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.