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Returning Member
posted Jun 4, 2019 7:24:29 PM

TT won't accept a valid code on my 1099 and won't let me efile with it there. Is there a way to override the final check?

I have a 1099R for  a total distribution. In box 7, the code is 2B. On the back of the 1099, B is described as designated Roth account distribution, which this is. But TurboTax keeps saying that B cannot be in that box: Box 7b distribution code is invalid. A distribution code of B should not be used for IRA distributions.

1. This is a 401k distribution, not an IRA distribution.

2. It IS a Roth distribution and the code is mentioned on the back of the 1099.

The system is not allowing me to efile because of this...every time I try to transmit, it takes me back to this entry to "fix" what isn't broken. Who might be able to help with this?

Thank you!

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1 Best answer
Level 15
Jun 4, 2019 7:24:31 PM

Not sure what the problem is ... just entered 2 & B in the correct boxes and there were no issues ... delete the 1099-r and enter it again manually ....

2 Replies
Level 15
Jun 4, 2019 7:24:31 PM

Not sure what the problem is ... just entered 2 & B in the correct boxes and there were no issues ... delete the 1099-r and enter it again manually ....

Returning Member
Jun 4, 2019 7:24:32 PM

This solved the problem. Thank you!