wethepeople
Level 3

After entering the 2019 Roth IRA information for the Spouse the following result was generated by the ProiSeries Basic program:

For both the Federal and Massachusetts returns the cumulative Roth IRA contributions (Basis) was subtracted from the Gross distribution as reported on the Form 1099-R.

This was a Total distribution.

Is this correct?

 

0 Cheers