Roth Distribution, Non-taxable

[Ddmac]

I have Roth Distribution with a taxable amount of zero that is still showing up as taxable even though I enter $0.00 in box 2a. Is there something else I should be doing?

[IRonMaN]

Did you use the correct distribution code?  How old is the client?  What was their basis in the IRA?  In other words, look very closely to see what you missed.

[Ddmac]

Thanks for your quick response.  

Client is 54, contributions from where the distribution was taken are more than 5 years old.  Box J is entered, $0.00 is entered in Box 2 for taxable amount. I even check with NATP (National Association of Tax Professionals) research dept. We are both at a loss as to why it is showing up as a taxable amount on Form 1040.

[RollTide68]

On the IRA Information worksheet Part V line 22 Opened a Roth before 2015 Checked "YES"?

Is there enough basis on line 23 to cover the distribution?  For example if the distribution is for $7000 is there enough on line 23 to prevent any of the distribution from being taxable?

When I work an example this way it is taxable until I do those items.

[Ddmac · Accepted solution]

I needed to enter the basis on Form 8606. That is truly what determines the taxable amount.