- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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
‎June 6, 2019
12:45 PM