dmertz
Level 15

Retirement tax questions

Edit the 1099-R in TurboTax and in the follow-up questions make sure to indicate on the Money From a Roth IRA page that the distribution is NOT from a Roth IRA.  Code B indicates that this distribution is from a Roth account in a qualified retirement plan, not from a Roth IRA.  This question in TurboTax serves only to trip you up.  It's been a problem for the unwary for years yet Intuit refuses to eliminate this unnecessary and confusing question presented under these circumstances.

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