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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.
‎April 1, 2021
6:55 PM