MarilynG
Expert Alumni

Retirement tax questions

If your 1099-R shows a 2 and a B in Box 7, you may need a corrected 1099-R.

Code 2 is an early distribution (except Roth) and B is a Roth distribution, so these codes don't go together.

When you enter your 1099-R as shown, TurboTax will ask followup questions about what you did with the funds.

If you rolled over (partial or full amount) to an IRA, a Roth IRA, or a combination.

Here's more info:

https://ttlc.intuit.com/replies/6165322

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