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kjbarren
New Member

I have a 1099-R with box 7 set to 2B and I am not able to e-file as the program is saying that is an invalid option. How do I get this to work?

 
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dmertz
Level 15

I have a 1099-R with box 7 set to 2B and I am not able to e-file as the program is saying that is an invalid option. How do I get this to work?

For a code 2B Form 1099-R, TurboTax asks a question that serves no purpose other than the trip you up.  Edit this 1099-R form in TurboTax and in the follow-up indicate that this distribution was NOT from a Roth IRA.  The code B explicitly indicates that the distribution was from a Designated Roth Account in 401(k), 403(b) or 457(b) plan, not from a Roth IRA.

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dmertz
Level 15

I have a 1099-R with box 7 set to 2B and I am not able to e-file as the program is saying that is an invalid option. How do I get this to work?

For a code 2B Form 1099-R, TurboTax asks a question that serves no purpose other than the trip you up.  Edit this 1099-R form in TurboTax and in the follow-up indicate that this distribution was NOT from a Roth IRA.  The code B explicitly indicates that the distribution was from a Designated Roth Account in 401(k), 403(b) or 457(b) plan, not from a Roth IRA.

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