dmertz
Level 15

Retirement tax questions

This is not a distribution from a Roth IRA.  Edit this 1099-R and correct the answer that you made to that unnecessary and misleading question asked by TurboTax.  You must answer No.

 

Code B unconditionally indicates that the distribution is from a Designated Roth Account in a qualified retirement plan like a 401(k), not from a Roth IRA.