qbteachmt
Level 15

"and noticed TurboTax taxed the entire distribution."

Driver error, then.

"I spoke to IRS and agent suggested filing with "Q" and have notes ready if return is flagged at some point." Okay, then put in the code that applies, because the preparer knows the missing piece of info.

"this Roth IRA existed with them in 2007"

That's not how that specific 5-year rule reads, which isn't your issue, then.

You seem to be lost on the internet.

You’ve come to a Peer User community for Intuit Income Tax Preparation products supporting tax preparation professionals using ProSeries, Proconnect and Lacerte Tax Preparation programs, and you may be looking for support as an individual taxpayer using TurboTax. Please visit the TurboTax Help site for support.

And try this screen, for the various topics (subforums): https://ttlc.intuit.com/community/discussions/discussion/03/302

Your sign in user info here is the same one you can use over at the TurboTax forum.

Thanks.

 

*******************************
Don't yell at us; we're volunteers
0 Cheers