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Retirement tax questions
In the questions that follow the entry of the details of the Form 1099-R, you must answer that the distribution is NOT from a Roth IRA. It's an unnecessary trick question since code B indicates that the distribution is from a designated Roth account in a qualified retirement plan like a 401(k), 403(b) or 457(b), not from a Roth IRA.
Go back and edit the 1099-R in TurboTax to correct your answer to this question.
‎June 5, 2019
11:51 PM