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March 12, 2021
Question

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

  • March 12, 2021
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1 reply

March 17, 2021

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?

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