Skip to main content
May 10, 2021
Question

How do i complete the Form 1099-R questions? they are confusing

  • May 10, 2021
  • 1 reply
  • 0 views
box 7 the code is 7B. i was told all the taxes have been paid on this money as it was post tax Roth IRA

1 reply

ColeenD3
May 11, 2021

Just enter your 1099-R as it appears. Is there any particular question that is confusing? Code 7B means 

 

7 Normal distribution

B Designated Roth account distribution.