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null479
New Member

Is a qualified roth distribution taxable?

is a qualified roth distribution taxable after 5 years?
2 Replies
SusanY1
Expert Alumni

Is a qualified roth distribution taxable?

No, it is not, but you should still enter the information from the 1099-R onto your tax return. 

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dmertz
Level 15

Is a qualified roth distribution taxable?

It's generally only a qualified distribution if you have reached age 59½ and on the date of the distribution it had been at least 5 years since the beginning of the year for which you made your first Roth IRA contribution.  Otherwise the distribution is not a qualified distribution and the ordering rules for Roth IRA distributions apply.

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