Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community

1 reply

T
ThomasM125
April 9, 2024

Box 11 is for the first year you made ROTH IRA contributions. That is significant since distributions from a ROTH IRA from contributions not held in the plan for five years may be subject to tax and penalties on the income earned.  I suggest you enter a year that will give you the proper five year holding period based on your best estimate of when you first funded the plan.

 

I don't see a box 13 entry in TurboTax for a Form 1099-R, but on the form from the IRS it says the date of payment, which would be the date you received the distribution.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
TurboTax Sign In Widget
TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification