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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.
‎June 4, 2019
8:39 PM