kjm1059
Level 3
04-01-2021
06:06 PM
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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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