LYNDAJZ6
Level 3
‎09-27-2022 10:42 AM

I have a client, husband and wife.

Both have gross distributions from a ROTH IRA.

Both are over 60.

Both have met the five year holding period.

When I enter the husband's information, the IRA is not listed as taxable.

When I enter the wife's information, the IRA is being taxed.

They are both ROTHs, over 60 and had for many years.

Is there a solution or am I missing something?

Thanks.

 

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qbteachmt
Level 15
‎09-27-2022 11:16 AM

Are there different codes on the 1099-Rs?

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LYNDAJZ6
Level 3
‎09-27-2022 11:22 AM

I finally figured it out.

There was a box I did not check that it was held over 5 years.

Thanks for your reply.

 

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