Can you change the code on 1099-R distribution from "T" to "Q" without notifying the broker?

[dbuck]

1099-R has code "t" in box 7. Taxpayer has held ROTH at least 5 yrs. Distribution s/b nontaxable. What should I do?

[Anita01]

After entering the form, did you continue to answer all the followup questions?  Look at your 1040 to see if it's taxable.  Are you using the desktop CD /Download version?

[dbuck]

Using GoSystems RS. It allows you to switch the code to "Q" qualified distribution. So that is what I will do.

[SweetieJean]

Do not do that, as the IRS will just change it back to match the actual 1099-R.

[dmertz · Accepted solution]

No, you are not permitted to change the code, nor do you need to.  After entering the Form 1099-R as received, click the Continue button on the Your 1099-R Entries page.  When TurboTax asks, indicate that you had a Roth IRA prior to 2013.