PM36
New Member

1099-R

Received 1099-R from a qualify Roth IRA plan.  On the 1099-R has code B. The IRS tax me on it. I called the IRS and they told me that line 7 has code B and they told me it should be J for a qualify Roth IRA. The IRS told me to call my company requesting a corrected 1099-R. Please help me understand because I am not sure about code J since this was not and early distribution. 

 

Thanks.