1099-R

Forum|Forum|3 years ago
February 9, 2023
1 reply
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Received 1099-r for distribution code Q Do I have to claim it with my other 1099-Rs?

MinhT1

Yes

Code Q means Qualified Roth IRA distribution.

The distribution is not taxable but you have to enter it in TurboTax. Follow the interview after entering the form 1099_R and the distribution will be excluded from taxation.

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edketriAuthor

I do not see the 1099-r for my Roth distributions. Distribution code Q for mine and my wife's. I am looking at Form 1099-r Summary report. I know i entered them.

AmyC

Employee

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

Sign into your online account.

Locate the Tax Tools on the left-hand side of the screen.

A drop-down will appear. Select Tools

On the pop-up screen, click on “Share my file with agent.”

This will generate a message that a diagnostic file gets sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.

Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”

This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.