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Roth IRA rolled over within 60 Days
My Form 1099-R lists distribution code 2B. When I left my employer, I took a distribution from my Roth 401(k). I qualified for the age-55 separation exception, so the distribution was not subject to the early withdrawal penalty.
Within the 60-day rollover period, I rolled the full distribution amount into a Roth IRA.
However, the 1099-R shows distribution code 2B, and your system does not allow me to enter 2B in the distribution code field. How should I proceed so that the distribution and rollover are reported correctly?
Wednesday