Thanks for your response
Box 11 is to report "First year of designated Roth contributions". When manually entering a 1099-R in TT you are instructed as follows "Boxes 1-11 Type in the amounts in boxes 1-17, exactly as they appear on your 1099-R.".
The IRS has a 5 year rule that governs how withdraws are treated from designated Roth accounts. So the "first year" is very important to how an amount is taxed. Maybe the IRS treats BOX 11 as informational and uses other amounts or codes on the 1099-R to determine the taxable amount.
The real issue here assuming this isn’t corrected later by answering other questions in TT is that putting a year (any year) in BOX 11 in a 1099-R that is coded B will change the your taxes owed in TT. In my specific case it looks like by entering the year 2013 (OR any year as I tested other years i.e. 2000 and 2018) as reported by 1099-R with code B it looks like it doubled the taxable amount of the 1099-R with code G. The 1099-R with code G was 100% taxable but now looks like it is 200% taxable. To prove the 1099-R with codes B and G were the culprits’ I deleted them each individually and together and taxes appeared correct in every other instance.
Between 59 1/2 and 70. All 1099-R's are issued in pdf form from the financial institution and entered manually in TT exactly as reported. They are not available for import yet. I answered all the questions and finished 1099-R entry section.
Here is summary of 1099-R’s per TT with fictitious numbers
I left out state info
1099-R's are the only info entered in TT
1099-R reported in this order H, G, B, 7
With a year reported in Box 11 on 1099-R code
Gross
22 $40,869
25 $40,869
25(a) $22,166
25(b) $10,000
Taxable
26 $37,903
26(a) $10,000
26(c) $12,166
31(a) $10,000
32(a) $37,903
32(c) $0
32(D) 37,903
Tax Withholding
37 $8,177
NonTaxable Distribution for sales Tax deduction
NonTaxable pension distributions
40 $0
41 $0
Federal taxes due
$5,644
Without a year reported in Box 11 on 1099-R code
Gross
22 $40,869
25 $40,869
25(a) $22,166
25(b) $10,000
Taxable
26 $27,903
26(a) $10,000
26(c) $12,166
31(a) $10,000
32(a) $27,903
32(c) $0
32(D) 37,903
Tax Withholding
37 $8,177
NonTaxable Distribution for sales Tax deduction
NonTaxable pension distributions
40 $0
41 $800
Federal taxes due
$6,844
As you can see by entering a date in BOX 11 in the 1099-R coded B the total taxable amount increases by $10,000 (coincidentally that is the amount reported on 1099-R coded G) and also the nontaxable pension distribution (Amount reported on the 1099-R code B) decreases for $800 to $0
