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New Member
posted Jan 29, 2020 11:05:09 AM

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

0 8 3875
8 Replies
Level 15
Jan 29, 2020 11:19:19 AM

Box 7?

 

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

 

 

Expert Alumni
Jan 29, 2020 11:24:49 AM

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

Level 15
Jan 29, 2020 11:41:30 AM

Ahh Cripes...double problem

New Member
Jan 29, 2020 1:10:41 PM

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? 

Expert Alumni
Jan 29, 2020 1:16:35 PM

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.

New Member
Feb 25, 2020 7:59:22 PM

I actual have a 1099-R with box 7 B2.  It was an early Roth IRA distribution.  Turbo Tax will not let me enter this.  This is my final error to file my taxes.  How to I get around it?

Expert Alumni
Feb 25, 2020 8:08:48 PM

You have to enter the B and the 2 as separate entries.

@markscott

Level 15
Feb 25, 2020 8:26:53 PM

Codes B and 2 together do not indicate a distribution from a Roth IRA, it instead indicates a distribution from a designated Roth account in a 401(k) or similar qualified retirement plan.  You must answer No when TurboTax asks if the distribution was from a Roth IRA.