LYNDAJZ6
Level 3
09-27-2022
10:42 AM
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I have a client, husband and wife.
Both have gross distributions from a ROTH IRA.
Both are over 60.
Both have met the five year holding period.
When I enter the husband's information, the IRA is not listed as taxable.
When I enter the wife's information, the IRA is being taxed.
They are both ROTHs, over 60 and had for many years.
Is there a solution or am I missing something?
Thanks.
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