@Irene2805 wrote:
In Box 7 on the 10999-R entry screen, remove Code 2 (even if it is on your 1099-R) and only enter Code B.
Code B is for a designated Roth distribution. However, Code 2 does NOT apply to Roth distributions -- it is for Early Distribution except Roth IRA.
Code B is not for a Roth IRA, it is a designated Roth.
Box 7 code B2 certainly is a valid code
The 1099-R instructions say:
"If the distribution is from a designated Roth account, enter Code B as well as Code 2 in box 7."
https://www.irs.gov/instructions/i1099r#idm140339525637456
If there are 2 coded in box 7 then check the box under box 7 to add the 2nd code.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
