dmertz
Level 15

Retirement tax questions

In the questions that follow entering the code B2 Form 1099-R details, you must answer No when asked if the distribution was from a Roth IRA.  It's a trick question since the code B already indicates that the distribution was from a designated Roth account in a qualified retirement plan, not a distribution from a Roth IRA.  Edit the the Form 1099-R and correct your answer to this question.