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Level 1
April 16, 2026
Question

Receiving an error message on 1099-R code, how do I correct?

  • April 16, 2026
  • 1 reply
  • 2 views
Box 7 Distribution codes show "B" is invalid and should not be used for IRA distribution.

1 reply

Level 15
April 16, 2026

Code B indicates a distribution from a designated Roth account in an employer plan, not from a Roth IRA.  Make sure that the IRA/SEP/SIMPLE box is not marked.  If TurboTax asks if this distribution was from a Roth IRA, you must anwser No.