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Level 2
June 5, 2019
Solved

TT won't accept a valid code on my 1099 and won't let me efile with it there. Is there a way to override the final check?

  • June 5, 2019
  • 1 reply
  • 19 views

I have a 1099R for  a total distribution. In box 7, the code is 2B. On the back of the 1099, B is described as designated Roth account distribution, which this is. But TurboTax keeps saying that B cannot be in that box: Box 7b distribution code is invalid. A distribution code of B should not be used for IRA distributions.

1. This is a 401k distribution, not an IRA distribution.

2. It IS a Roth distribution and the code is mentioned on the back of the 1099.

The system is not allowing me to efile because of this...every time I try to transmit, it takes me back to this entry to "fix" what isn't broken. Who might be able to help with this?

Thank you!

Best answer by Critter

Not sure what the problem is ... just entered 2 & B in the correct boxes and there were no issues ... delete the 1099-r and enter it again manually ....

1 reply

Critter
CritterAnswer
Level 15
June 5, 2019

Not sure what the problem is ... just entered 2 & B in the correct boxes and there were no issues ... delete the 1099-r and enter it again manually ....

Level 2
June 5, 2019
This solved the problem. Thank you!