richie
Level 3

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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