Bart Posted April 11, 2008 Report Share 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 Link to comment Share on other sites More sharing options...
LindaB Posted April 11, 2008 Report Share 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 Link to comment Share on other sites More sharing options...
Cat in OH Posted April 11, 2008 Report Share 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 Link to comment Share on other sites More sharing options...
Bart Posted April 11, 2008 Author Report Share 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 Link to comment Share on other sites More sharing options...
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