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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Looking for assistance in reporting Roth IRA's distributions, received pursuant to The Heart Act. 1099-R coded "J"?
Looking for assistance in reporting Roth IRA's distributions, received pursuant to The Heart Act. 1099-R coded "J"?
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07-03-2020
11:54 AM
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Clients' daughter died an active member of Military. Daughter's retirement funds were rolled over to a Roth IRA pursuant to the Heart Act. Parents took distribution from Roths and the 1099-R is coded "J", for early distribution. Pursuant to Heart Act, parents are entitled to take distribution penalty and tax free.
What is the best way to handle entries in Lacerte?
What is the best way to handle entries in Lacerte?
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