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On form 1099R box 11 ask for date of roth, this account is not a roth and it says invalid date

There is not a date in box 11 and this account is not a roth IRA
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4 Replies
dmertz
Level 15

On form 1099R box 11 ask for date of roth, this account is not a roth and it says invalid date

If there is no code B or code H in box 7 of the Form 1099-R, leave box 11 blank.  If there is a code B or code H included in box 7, the distribution is from a designated Roth account in a qualified retirement plan like a 401(k), not from a Roth IRA.  Box 11 has nothing to do with Roth IRAs.

Monica9
Returning Member

On form 1099R box 11 ask for date of roth, this account is not a roth and it says invalid date

Turbo tax will not allow you to continue on with the form until something is put in box 11.  

JosephF8
Expert Alumni

On form 1099R box 11 ask for date of roth, this account is not a roth and it says invalid date

If you have a code B, H or J in Box 7 that designates the account as a Roth then Turbotax will be looking for a date in Box 11. Please check the codes you have in Box 7

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dmertz
Level 15

On form 1099R box 11 ask for date of roth, this account is not a roth and it says invalid date

Not code J.  Box 11 applies only to Forms 1099-R with code B or H in box 7.  Code J indicates a distribution from a Roth IRA, not from a designated Roth account to which box 11 applies.

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