Posted 25 September 2006 - 01:20 PM
Posted 25 September 2006 - 02:33 PM
For example, 1B would be a roth distribution in cash before age 59 1/2. Code GB (or BG?) would mean you rolled over the roth into a roth IRA.
In a nutshell, it's like the normal codes, but you add the B if it's from a Roth.
If anyone disagrees, I'm sure they'll post!
Posted 26 September 2006 - 08:39 AM
Posted 26 September 2006 - 10:29 AM
Blue, I just got an ASPPA ASAP regarding the 2006 instructions for the 1099-R. You may want to read over those for more info. They probably make more sense than my rambling!