dmertz
Level 15

Retirement tax questions

In the follow-up to entering the code 2B Form 1099-R, you must indicate that the distribution is NOT from a Roth IRA.  TurboTax needlessly asks this question which serves only as an opportunity to make a mistake in answering since code B already explicitly indicates that the distribution from a Designated Roth Account in a qualified retirement plan, not from a Roth IRA.

Go back and edit the Form 1099-R and correctly answer the question.