engel97
New Member

I’m reporting a substitute 1099-R for a Roth 401(k) excess contribution correction with Codes B and E, per IRS rules, but get an error. Any reasons why? workaround?

I have a Roth 401K excess contribution and earnings to it which were withdrawn and checks were mailed to me this week. In substitute 1099-R enter in box 7a -'B designated Roth account distribution' and in box 7b -'E distributions under EPCRS'