MichaelDC
New Member

Retirement tax questions

This has been a tricky situation.

"The red B suggests that the IRA/SEP/SIMPLE box is also marked.  A proper Form 1099-R cannot have both a code B in box 7 and the IRA/SEP/SIMPLE box marked. "

"In the follow-up questions to entering a code 2B Form 1099-R, make sure that your answer that the distribution was NOTfrom a Roth IRA."

-dmertz

Much of the conversation in this thread is irrelevant to you. https://ttlc.intuit.com/questions/2999639