- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
‎June 1, 2019
8:54 AM
4,164 Views