About Ohweeby

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Re: 1099 R -filing for refund for Qualified Roth withdrawl

I thought one could withdrawal all of the principle contribution from a ROTH at any time without penalty or tax implications ??? Is this not so?

Ohweeby

2

Updated Apr 06, 2022
Re: 1099 R -filing for refund for Qualified Roth withdrawl

How do I check on the review portion of Federal Tax report generated by Terbo tax that this refund of $1,500 (10% of the 15,000 withdrawn ) was actually applied...

Ohweeby

Updated Apr 06, 2022
Re: 1099 R -filing for refund for Qualified Roth withdrawl

This is very helpful but I withdrew 15,000. My total principle contribution in my Roth was $15,600 . I thought I would be exempt from taxes even up to my princi...

Ohweeby

5

Updated Apr 06, 2022
Re: 1099 R -filing for refund for Qualified Roth withdrawl

In box 7 "J" is entered. I am withdrawing just portions of my overall contributions and this is for a first time home purchase. I have had this Roth for over 5 ...

Ohweeby

7

Updated Apr 06, 2022

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Date Registered	‎April 6, 2022 1:50 AM
Date Last Visited	yesterday
Total Messages Posted	7

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