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angie1265
New Member

My 1099-R does not have a Box 11 on it. Program will not let me proceed without entering a valid year.

 
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1 Reply
JohnB5677
Expert Alumni

My 1099-R does not have a Box 11 on it. Program will not let me proceed without entering a valid year.

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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