The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: Roth IRA early distribution penalty Date:  2/4/2013  5:18 PM
Author:  TMFPMarti Number:  117629 of 123001

I'm not a tax expert, but what was in Box 2A? From what I can tell, this is the important part of a 1099-R.

For all IRA distributions Box 2a should be blank and the Taxable Amount Not Determined box checked unless the custodian has sufficient information to code a Roth distribution as qualified (not done in OP's c