kjm1059
Level 3

My client withdrew funds ($3,600) from a Roth IRA.  This was not a total distribution.  All of the funds received were a return of his own money.  No earnings in the total.

The 1099 shows code J.  Looking at the 1040, the distribution amount is showing as taxable.  Where/how do I report the non-taxable portion of the distribution? ($3,600)

There doesn't seem to be an area on the 8606 or at the bottom of the 1099 screen.

 

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