turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

anisharora
Returning Member

1099-r box 7b distribution code T is not appropriate based on code 8 entered in box 7a

there is some discussion but I am confused between codes Q/T/J

as to what it should be.


If I use J, turbotax passes error check , but my broker reported "t" to IRS.


If I use "T" then turbotax has errors and I can't file.


So, what to do?

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
dmertz
Level 15

1099-r box 7b distribution code T is not appropriate based on code 8 entered in box 7a

Code T is not permitted to be combined with any other codes.  Contact the payer to obtain a corrected Form 1099-R showing codes J and 8 instead.

If they refuse, although it may be better to enter a substitute Form 1099-R (Form 4852) showing the correct codes J and 8 in box 7, the IRA probably would not complain about it being reported with code J in place of the code T even without entering it as a substitute Form 1099-R.  I believe that entering it as a substitute Form 1099-R will prevent you from e-filing.  If the amount in box 2a is nonzero, since you were apparently over age 59½ you'll then need to report an Other (over age 59½) exception to the early-distribution penalty that TurboTax would otherwise calculate on the amount in box 2a.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies