DAP
Level 3
04-04-2026
02:19 PM
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I need assistance with a 1099R distribution code T. Neither box 10 allocable to IRR within 5 years or box 11 1st year of designation Roth contribution noted. I put negative 1 in taxable amount as distribution made due to death to stop taxability. What is happening is it is reducing taxpayers basis on 8606. Since it was a Roth IRA with $6938 he withdrew from the death of his Mom in November how do I get it to not reduce his contribution balance on 8606. Any thoughts on how to get it from posting to 8606?
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