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Question

Box 11 is blank on the 1099-R for an inherited IRA

Forum|Forum|11 months ago
April 12, 2025
1 reply
0 views

The IRA was inherited from my mother therefore I can't make any contributions to it. Box 11 requires the date of the first year of designated Roth contributions but, the 1099-R Box 11 is blank and flagged that I must enter a date.

Employee

Form 1099-R Box 11 reports the year in which the designated Roth account was first established by the recipient. This is the first year of the 5-tax-year period for Roth IRA calculations. If you don't know this date, you may need to contact the IRA administrator for further help.

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Employee

Enter any year more than five years ago.