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We withdrew some contributions from a Roth IRA and the 1099-R has the "taxable amount not determined" check box. Is unchecking the box and specifying this recommended?

 
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KatrinaB
Intuit Alumni

We withdrew some contributions from a Roth IRA and the 1099-R has the "taxable amount not determined" check box. Is unchecking the box and specifying this recommended?

No. You should enter the Form 1099-R as it is. Then TurboTax will ask you questions to determine if the withdrawal is taxable or not.

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1 Reply
KatrinaB
Intuit Alumni

We withdrew some contributions from a Roth IRA and the 1099-R has the "taxable amount not determined" check box. Is unchecking the box and specifying this recommended?

No. You should enter the Form 1099-R as it is. Then TurboTax will ask you questions to determine if the withdrawal is taxable or not.

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