dmertz
Level 15
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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.

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