Reply To: 1099-R on Roth IRA annuity payment – Chapter 2.

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#25037
wanttoknow
Participant

Thanks so much, Alan.

What is baffling to me is why they would choose to treat Roth annuitants in this way.

I will probably file the 4852 with an attachment giving the whole story including TIAA’s explanation. The worst that can happen is that I will have to pay the tax anyway plus interest, and maybe penalty.