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Retirement tax questions
When you entered the code-2B Form 1099-R, you mistakenly answered Yes when TurboTax asked if the distribution was from a Roth IRA. This is a trick question to which the only correct answer is No. The code B indicates that the distribution is from a designated Roth account in an employer plan and not from a Roth IRA.
Edit your entry of this From 1099-R and indicate that the distribution is not from a Roth IRA.
‎February 5, 2024
10:34 AM