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letestud
Level 2
Apr 6, 2021 2:28 PM UTC
Question

Roth IRA Withdrawal

I made a an Roth IRA withdrawal from Fidelity which was funded from after tax contributions to my employer 401K.  On Fidelity 1099R, Box 2B is checked (Taxable amount not determined) and Box 7 has code T. Why is this being taxed? 

    4 replies

    ColeenD3
    ColeenD3
    Alumni - Intuit
    Apr 6, 2021 2:53 PM UTC

    How exactly did you answer each question, such as having other Roth accounts, how much you contributed, having a Roth open on December 31? I went through the program three times, changing answers each time and could not make it taxable.

    dmertz
    Level 15
    Apr 6, 2021 5:15 PM UTC

    Also, what answer did you provide when TurboTax asked if you had a Roth IRA prior to 2016?

    letestudAuthor
    Level 2
    Apr 6, 2021 8:24 PM UTC

    My Roth IRA was only opened in Jan. 2020

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