topic Re: 1099-R Box 7 in Retirement tax questions

1099-R Box 7

chulo68 — Wed, 11 Feb 2026 04:26:01 GMT

Retired Fed. with special ROTH withdraw waiver for disbursement under age 59 ½. Issued 1099-R with box 7 code 2B for such withdrawal as per Public Law 114-26, but Turbo Tax won’t allow me to transmit information as it flags this as second code “B” is not used for IRA distributions. System won’t allow transmission until I change code.

Re: 1099-R Box 7

dmertz — Mon, 05 Feb 2024 18:34:32 GMT

When you entered the code-2B Form 1099-R, you mistakenly answered Yes when TurboTax asked if the distribution was from a Roth IRA. This is a trick question to which the only correct answer is No. The code B indicates that the distribution is from a designated Roth account in an employer plan and not from a Roth IRA.

Edit your entry of this From 1099-R and indicate that the distribution is not from a Roth IRA.

Re: 1099-R Box 7

chulo68 — Mon, 05 Feb 2024 20:23:50 GMT

Thanks for the prompt response, your suggestion resolved the issue. Thank you