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Level 1
January 30, 2026
Solved

DISTRIBUTION CODE B2 BEING REJECTED BECAUSE THE PROGRAM DOES NOT SEEM TO RECOGNIZE THAT IT IS FROM A ROTH

  • January 30, 2026
  • 2 replies
  • 24 views
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Best answer by dmertz

Expert Reviewed

The designated Roth account in the employer-provided retirement plan is NOT a Roth IRA.  You must answer No when TurboTax unnecessarily asks if this was a distribution from a Roth IRA.

2 replies

dmertzAnswer
Level 15
January 30, 2026

Expert Reviewed

The designated Roth account in the employer-provided retirement plan is NOT a Roth IRA.  You must answer No when TurboTax unnecessarily asks if this was a distribution from a Roth IRA.

Level 2
April 1, 2026
No text available