Solved: While filing Tax return do we still include Qualified, nontaxable Roth IRA distributions on return?

While filing Tax return do we still include Qualified, nontaxable Roth IRA distributions on return?

posted

YES ... you will get a 1099-R for the distribution and you must enter it even if it is not taxable ... failure to do so will get you an unpleasant letter from the IRS.

View solution in original post

YES ... you will get a 1099-R for the distribution and you must enter it even if it is not taxable ... failure to do so will get you an unpleasant letter from the IRS.