Reply To: 1099-R on Roth IRA annuity payment

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#14720
Alan S.
Participant

Form 8606 can be used to report distributions from Roth annuities that are not yet qualified, but not for qualified Roths. There is no specific mention of a Roth account anywhere on this or other 1099R forms on this annuity?

If you used an 8606, you would probably have to file a paper return or change the 7 code to a T or Q.

Was this Roth funded by a conversion, and if so, when? Is is possible that they could have traced this error back to a TIRA that was converted, and therefore your taxable conversion may have been understated?