Re: Newly Retired with CalPERS and question asks Owned Roth IRA for 5 years

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.

posted

No, this is not a Roth IRA account. Please select no when asked if you owed Roth IRA for five years.

Link with more information about CalPERS

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Retirement Plan Coverage section, if my husband is retired with a pension do I answer "NO" to the question "is name covered by a retirement plan at work?

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