qbteachmt
Level 15
03-27-2024
06:07 PM
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What your taxpayer seems to have is Designated Roth, which is not like Roth IRA, Roth 401(k) or any other Roth account. That's the B code.
The 5-year term has been met. That's Box 11.
The treatment would depend on the reason for the distribution.
You might want to read here:
and:
Apply what you learn from your due diligence to the info there.
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.
