turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

My 1099-R reads box 7 as 2B. Turbo tax says this is invalid and will not allow me to file. Help! Is the 1099-R wrong or is Turbo Tax wrong?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
dmertz
Level 15

My 1099-R reads box 7 as 2B. Turbo tax says this is invalid and will not allow me to file. Help! Is the 1099-R wrong or is Turbo Tax wrong?

TurboTax misleadingly asks if the distribution from a Roth IRA.  The code B unequivocally indicates that the distribution is from a designated Roth account in an employer plan, not from a Roth IRA, is the question only serves to trip you up.  Edit the Form 1099-R and answer No to this unnecessary question.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies