Form 1099-R Box 7a
Code Q: Qualified Roth IRA distribution
The payer knows the Roth IRA distribution is qualified.
Usual federal tax treatment
A qualified Roth IRA distribution is generally tax-free and penalty-free.
What to do next
Report the gross distribution as required, with zero taxable amount when fully qualified.
Estimate this distribution
Enter Box 1, Box 2a, Box 4, your age, other income, and code Q to estimate taxable income and possible additional tax.
Open the 1099-R calculator