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April 12, 2024
Question

Is there help re treatment of distributions from designated Roth accounts? I don't see this as a choice in the app, possibly taxing distributions already taxed?

  • April 12, 2024
  • 1 reply
  • 0 views
If this is not offered, annuity income received from a Roth rollover could be twice taxed.

1 reply

April 14, 2024

Your Form 1099-R box 2a should indicate how much of this distribution is taxable. Please see Designated Roth account for details.

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