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C
Clem2020
Level 1
February 28, 2022
Question

How enter 1099R Box 7 code T when the distribution is fully excludible

  • February 28, 2022
  • 3 replies
  • 12 views

Client has a box 7 code T on a Roth IRA distribution. The 5 year holding rule is satisfied. How get the program to recognize this distribution should be excluded from taxable income?

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3 replies

rbynaker
rbynaker
Level 13
February 28, 2022

Scroll down on the 1099-R Wks, I think there's a box to check.

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    February 28, 2022

    Does it have an dollar figure in the taxable amount box?

    Seems like the ones I see with a T dont have anything in the taxable box.  Then the program prompts you to check the box on the IRA information worksheet about how long you've had the account.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      D
      Dusty2
      Level 6
      February 28, 2022

      Do they have basis of at least that amount?

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