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April 11, 2024
Question

Why does Turbotax say my roth distribution is taxable? I was 62 in 2023 and I had the plan for over 5 years (2017), so it should not be taxable?

  • April 11, 2024
  • 1 reply
  • 0 views
Is this a flaw in Turbotax?

1 reply

fanfare
Employee
April 11, 2024

what is the code or codes on your 1099-R.?

That's what initiates the TurboTax actions.

 

@christinedfreela