richie
Level 3
03-13-2026
08:15 AM
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Client took early distribution from Roth. 1099-R reflected gross distribution in box 1 ($12,300); nothing in box 2a; box 2b checked. (ProSeries checks box for Roth IRA). Everything else blank except box 7 - distribution code 'J'. Taxpayer is 30 years old. ProSeries shows $12,300 in 1040 lines 4a & 4b. Am I omitting something or has ProSeries gone rogue? Thanks for your help.
Richard Ross
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