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J
johnjiang
March 19, 2024
Question

1099R box 7b

  • March 19, 2024
  • 2 replies
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No text available

    2 replies

    DoninGA
    DoninGA
    Employee
    March 19, 2024

    There is not a box 7b on the Form 1099-R.  Did you mean that there is a code B in the box 7?

    J
    JamesG1
    March 19, 2024

    On IRS form 1099-R, there is not a box 7b.   There is a box 7.

     

    IRS Instructions for Form 1099-R, page 17, refers to box 7 code B here:

     

    Designated Roth Account Distribution

     

    Use Code B for a distribution from a designated Roth account. But use Code E for a section 415 distribution under EPCRS (see Code E) or Code H for a direct rollover to a Roth IRA.

     

    Is this what you are referring to?

     

    @johnjiang 

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