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

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

jjcountsjones — Sun, 02 Feb 2020 01:24:48 GMT

There is not a date in box 11 and this account is not a roth IRA

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

dmertz — Sun, 02 Feb 2020 01:51:43 GMT

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.

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

Monica9 — Wed, 12 Feb 2020 18:30:55 GMT

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

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

JosephF8 — Wed, 12 Feb 2020 20:01:11 GMT

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

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

dmertz — Wed, 12 Feb 2020 20:27:29 GMT

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.