Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 1, 2019 10:50:12 AM

My 1099-R has 2b in box 7. Pull downs in form have 2 as an option but no 2b second digit pull down has b but system says that's wrong, any suggestions?

0 2 516
2 Replies
Level 15
Jun 1, 2019 10:50:13 AM

that is two separate codes

....a 2 and a B...and you can do that.

Level 15
Jun 1, 2019 10:50:14 AM

Edit the Form 1099-R and change your answer to No when asked if the distribution is from a Roth IRA.  This question in TurboTax under these circumstances serves no useful purpose and only serves to trip you up since Code B indicates a distribution from a designated Roth account in a qualified retirement plan like a 401(k), not a distribution from a Roth IRA.