A distribution code of A, B, F, H, or L shouldn't be used for IRA distributions
Box 1 has a value of 154.01 and box 2a has a value of 0 on my 1099-R
01260
1 Replies
dmertz
Level 15
Feb 20, 2026 7:37:58 PM
That's correct. Code B indicates that the distribution is from a designated Roth account in an employer plan like a 401(k), not from a Roth IRA. Make sure that the IRA/SEP/SIMPLE box is not marked on TurboTax's 1099-R form. Also make sure to answer No if TurboTax asks if the distribution was from a Roth IRA.