TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

kaitlynstevens48

Level 2

Question

My 1099-r has a distribution code 2b, but that is not an option in the pull down menu, how do I file that?

Forum|Forum|6 years ago
January 29, 2020
2 replies
0 views

No text available

TurboTax Deluxe Online

Level 15

Box 7?

that's a "2"....and a "B" on separate lines.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

kaitlynstevens48Author

Level 2

Yes! In box 7 under distribution code it says 2B. I can choose 2 or B under the pull down menu, not both... which am I supposed to choose? And I think it’s different from last years options according to last years tax help forums, so I’m not sure if those are very helpful? Though it seems to be smart to contact the payee of the 1099r and figure out if there is supposed to be a correction made?

Level 15

There are two boxes available in the box 7 area of the 1099-R screen.

Select 2 for the first one and B for the second one.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Level 15

Please see DoninGA and dmertz responses to a similar question about a 1099-R "2b" code.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Level 15

Ahh Cripes...double problem

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*