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Level 2
February 2, 2025
Question

Roth 1099-R Code J

  • February 2, 2025
  • 1 reply
  • 4 views

I have a client that received a 1099-R for a Roth distribution with a code J. However, the client redeposited the money within 60 days, so how do I code it so it shows as non-taxalbe

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Intuit Community Champion
February 2, 2025

On the 1099R worksheet, scroll down to page 2. fill in lines B 4, and B 5