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Level 2
April 15, 2020
Question

Roth IRA

  • April 15, 2020
  • 1 reply
  • 9 views

I took a qualified distribution from Roth. Is there a way to avoid question regarding contributions? I have had the account for numerous years and am unable to determine amount. Since distribution is qualified can I just bypass these questions?

1 reply

AmyC
Level 15
April 15, 2020

Yes skip contributions. ,You only need to enter the 1099-R and answer the questions about disaster, RMD and public safety officer, that set of questions that comes after entry.

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dph3Author
Level 2
April 15, 2020

Thanks