Bart Posted April 11, 2008 Report Posted April 11, 2008 How do you tell ATX that a Roth IRA Distribution is not taxable? The account has been in existance for more than 5 years and has not had any earnings. Quote
LindaB Posted April 11, 2008 Report Posted April 11, 2008 How do you tell ATX that a Roth IRA Distribution is not taxable? The account has been in existance for more than 5 years and has not had any earnings. Form 8606, part III. Quote
Cat in OH Posted April 11, 2008 Report Posted April 11, 2008 I don't have one handy to look at, but doesn't the 1099-R have a distribution code that would indicate that it's a non-taxable Roth? Quote
Bart Posted April 11, 2008 Author Report Posted April 11, 2008 I don't have one handy to look at, but doesn't the 1099-R have a distribution code that would indicate that it's a non-taxable Roth? Form 8606 worked. Thanks LindaB. The code was a "J early distribution no known exception" which did not make it nontaxable. Quote
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