The combination of code B and code 2 is appropriate if:
- This was a withdrawal from an eligible automatic contribution arrangement (EACA); and
- The distribution is from a designated Roth account.
If this is your situation and you are still getting an error, please delete the 1099-R and re-enter it. To delete an individual form, please follow these steps:
TurboTax Online
- While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).
- In the Tools Center, under Other helpful links click on Delete a form.
- Click Delete next to the form you want to delete and follow the onscreen instructions.
- Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).
TurboTax CD/Download
- Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.
- In the Forms in My Return list on the left, click on the form you wish to open and delete.
- Click on the Delete Form box at the bottom of the screen.
- To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.
[Edited | 2/26/2021 6:06am PST]
@Twin_Time
