topic I've entered on a 1099R Box 7 2B as noted on my form yet the system will not allow me to pass this detail help in Retirement tax questions

I've entered on a 1099R Box 7 2B as noted on my form yet the system will not allow me to pass this detail help

fullersc135 — Tue, 09 Mar 2021 16:50:25 GMT

Re: I've entered on a 1099R Box 7 2B as noted on my form yet the system will not allow me to pass...

KathrynG3 — Tue, 09 Mar 2021 17:13:16 GMT

To enter Box 7 as 2B, an early distribution, exception applies, and a designated Roth account distribution, check the box to indicate that you have more than one value in Box 7. TurboTax will accept both codes this way.

For more information about the meaning of each code, see: IRS 2020 Form 1099-R Distribution Code Guide

And in case you are taking this early distribution due to the pandemic, see: What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?

Re: I've entered on a 1099R Box 7 2B as noted on my form yet the system will not allow me to pass this detail help

dmertz — Tue, 09 Mar 2021 17:35:34 GMT

When TurboTax presents the unnecessary question that asks if this distribution was from a Roth IRA, you must answer No. This distribution was from a designated Roth account in a qualified retirement plan, not from a Roth IRA.