turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

IRS rejected my return due to Code B on a 1099R. It does have a code B. What do I do?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
BillM223
Expert Alumni

IRS rejected my return due to Code B on a 1099R. It does have a code B. What do I do?

Code B is a valid distribution code for a designated Roth account. May I assume that the account you took the distribution from was a Roth account?

 

Was this a Roth account that was created at least 5 years ago? Are you at least 59 1/2?

 

What was the IRS reject code?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies