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When there is an error, sometimes the fastest approach would be to delete the form and add it again.
If something was inadvertently added on a page, even a $0, it could interfere. Please click on this link about entering Roth IRA's in TurboTax Online to go to a Community article about entering the 1099-R for a Roth.
The basis. or amount of the original investment, in the Roth IRA may still need to be entered into TurboTax.
The distribution code is very important and is found in Box 7. Please check that this is entered exactly as the 1099-R was issued.
I have a problem completing 1099-R and have received 'You Must fix errors on this page before continuing' error statement.
My specific questions are:
Thank you for your help.
Leave any black box blank. Entering a 0 (zero) will cause errors. Try deleting the 1099-R and re-enter.
Box 7 code G is a direct trustee-to-trustee rollover. If box 2a is zero then it is a taxable rollover to a Traditional IRA.
Hi, I'm having a similar issue with the 1099 R Roth Ira. It says "You must fix error..." on box 7 due to invalid code.
I do NOT have an invalid code. It is correct, with distribution codes "B 2" in box 7. There is nothing to "correct" yet it won't let me choose leave B 2 in there and I cannot e-file. Can someone please offer advise? thank you very much. AC
The combination of code B and code 2 is appropriate if:
If this is your situation and you are still getting an error, please delete the 1099-R and re-enter it. To delete an individual form, please follow these steps:
TurboTax Online
TurboTax CD/Download
[Edited | 2/26/2021 6:06am PST]
Thank you, Irene! Super helpful and much appreciated. XO
@Irene2805 wrote:
In Box 7 on the 10999-R entry screen, remove Code 2 (even if it is on your 1099-R) and only enter Code B.
Code B is for a designated Roth distribution. However, Code 2 does NOT apply to Roth distributions -- it is for Early Distribution except Roth IRA.
Code B is not for a Roth IRA, it is a designated Roth.
Box 7 code B2 certainly is a valid code
The 1099-R instructions say:
"If the distribution is from a designated Roth account, enter Code B as well as Code 2 in box 7."
https://www.irs.gov/instructions/i1099r#idm140339525637456
If there are 2 coded in box 7 then check the box under box 7 to add the 2nd code.
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