PatriciaV
Expert Alumni

Retirement tax questions

Form 1099-R Box 11 reports the year in which the designated Roth account was first established by the recipient. This is the first year of the 5-tax-year period for Roth IRA calculations. If you don't know this date, you may need to contact the IRA administrator for further help.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"