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Retirement tax questions
If there is no code B or code H in box 7 of the Form 1099-R, leave box 11 blank. If there is a code B or code H included in box 7, the distribution is from a designated Roth account in a qualified retirement plan like a 401(k), not from a Roth IRA. Box 11 has nothing to do with Roth IRAs.
‎February 1, 2020
5:49 PM