dmertz
Level 15

Deductions & credits

No, you do not split the code 1B From 1099-R.  It must be entered whole.

 

I think I have a workaround to get the code 1B Form 1099-R entered as a CRD.  Enter the code 1B Form 1099-R as received, except omit the code B, select only code 1 (or edit your existing entry to remove the code B).  Complete the entries, indicating that the distribution was a CRD and that you qualify.  Finally, edit this Form 1099-R and add the code B.  The CRD information will remain.  If you need to change any of the CRD information, perhaps due to paying back a portion of this distribution before filing, you'll need to edit, removed the code B, make the changes, edit again and add back the code B.

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