1099r for Roth IRA should not be taxable

[joycecooks]

1099 r 2B shows taxable amount not determined, how do I make sure this is not shown as taxable income? I should meet all requirements

[KenH1 · Accepted solution]

If box 7 has code "B" then the software will not calculate tax. 

If the code is "J," (early distribution from Roth) and there is an amount in box 5, the software will only calculate tax and penalty on the difference between box 1 and box 5.

In neither is the case, the software will ask follow up questions, asking you for your previous Roth contributions, so that that amount is not taxed.

[dmertz]

joycecooks is referring to *box* 2b Taxable amount not determined.

Be sure to click the Continue button on the Your 1099-R Entries page to reach additional follow-up questions that may be necessary to determine the taxable amount of your Roth IRA distribution.