Enter Roth distributions

Refer to Form 1099-R, Form 5498, and Form 8606 instructions, and IRS Publications 590-A and 590-B for exact reporting requirements. In addition, IRS Notices 98-50 and 1998-39 I.R.B. give more information about Roth IRA distributions, contributions, and recharacterizations.
To enter a distribution from a Roth IRA, complete the following steps.
  1. Open the
    1099R
    screen in the
    Retirement
    folder and enter the gross distribution in box 1. Generally, box 2a should be left blank.
  2. Mark the
    Taxable amount not determined
    checkbox in box 2b.
  3. Use code
    J
    ,
    T
    , or
    Q
    in box 7. Don't mark the IRA/SEP/SIMPLE checkbox.
  4. Open the
    IRA
    screen in the
    Retirement
    folder and enter any current year contributions, basis information, and IRA values as necessary.
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