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My 10-99 has two codes "2" and "B", Turbo Tax says they cannot be combined. The contributions were for a Roth account. I retired from a state job at age 55.

I had a 457 and 401 through my work (state employee) and contributed pre-tax money.  The 457 had an option to add contributions (not pre tax) and I contributed $820 before I retired in 2015.  I took the early state retirement at age 55.  I was able to withdraw from the accounts immediately after retirement.  I closed the accounts before December 2017.  I received 3 10-99-R's.  The one from the Roth account has the codes 2 and B in box 7.  Turbo Tax says the 2 codes cannot be used together.  If I change it, then I am not putting what is on my 10-99.  I attached a screen shot.

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dmertz
Level 15

My 10-99 has two codes "2" and "B", Turbo Tax says they cannot be combined. The contributions were for a Roth account. I retired from a state job at age 55.

In the follow-up to entering the Form 1099-R, make sure that you did not indicate that the distribution was from a Roth IRA.  A Roth account in a 457(b) or a 401(k) is not a Roth IRA.

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dmertz
Level 15

My 10-99 has two codes "2" and "B", Turbo Tax says they cannot be combined. The contributions were for a Roth account. I retired from a state job at age 55.

In the follow-up to entering the Form 1099-R, make sure that you did not indicate that the distribution was from a Roth IRA.  A Roth account in a 457(b) or a 401(k) is not a Roth IRA.

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