Box 11 on the 1099-R shows the first year that you made a contribution to a designated Roth account. This information is used to determine whether any earnings on the distribution may be subject to the 10% additional tax on early distribution.
Simply enter the year that you made your first contribution to the ROTH.
- If it's over 5 years do the best with the records you have.
- If less than 5 years be as accurate as you can.
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