Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income Workout

Retirement Plan Distributions

Skills Warm Up: Taxable IRA Distributions

Question 2 of 3

True or False? May contributed to a Roth IRA three years ago. This year, she took the full amount of her Roth IRA as a distribution to help her purchase her first home. The entire distribution is excluded from her taxable income.

True  |  False


Pub 4491, Retirement Income Lesson
Roth IRA Job Aid

Pub 4491, Retirement Income Lesson

Roth IRA Job Aid