Don't put T in for the code. Put in Q. Same thing happened to me because the financial services clearing house was new and they didn't have the account for more...
I'm new at this, but my guess is that you do not have to report anything if nothing was taken out as long as you did not get a 1099-R. This may not be the same ...
I edited the 1099-R for the Roth IRA to change the code from T to Q and it removed the distribution from Schedule X, so this technique worked for me. As a back ...
This was very helpful. My 1099-R incorrectly had a T code and therefore is was treated as taxable on our MA return. I changed it to Q to correctly characterize ...
