Newly Retired with CalPERS and question asks Owned Roth IRA for 5 years
This is my first year of filing a 1099-R from CalPERS. TurboTax asks, Owned any Roth IRA for Five Years? I retired with just under 40 years of service. Am I supposed to select Yes? I have no other Roth except my CalPERS.
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1 Replies
DianeC958
Expert Alumni
Feb 2, 2020 7:48:52 AM
No, this is not a Roth IRA account. Please select no when asked if you owed Roth IRA for five years.