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In the follow-up to entering the code 2B Form 1099-R, you must indicate that the distribution is NOT from a Roth IRA. TurboTax needlessly asks this question which serves only as an opportunity to make a mistake in answering since code B already explicitly indicates that the distribution from a Designated Roth Account in a qualified retirement plan, not from a Roth IRA.
Go back and edit the Form 1099-R and correctly answer the question.
@dmertz I have a 1099-R with code 2B. It should be an exempt early withdrawal of roth money from a 401k account, not from a roth ira account. If I answer the question "did this come from a roth ira account" with a YES it gives me an error that I can't use 2B. If I answer the question with a NO it lets me use 2B. So is it right to say it didn't come from a roth IRA, even though it was roth money inside a 401k?
@essary69 , didn't I already answer the question in my reply immediately preceding your question? The code B indicates that this distribution is NOT from a Roth IRA. A 401(k) is not an IRA. You must answer No to the question that asks if this distribution is from a Roth IRA.
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