dmertz
Level 15

Retirement tax questions

Edit the Form 1099-R and in the follow-up make sure to indicate that the distribution is NOT from a Roth IRA account.

This question in TurboTax is a trick question.  Since code B already indicates that the distribution is from a Roth account in a qualified retirement plan, not from a Roth IRA, this question asked by TurboTax serves no purpose other than to trip you up.