Roth Initial Contribution Year

You must report the Roth Initial Contribution Year on the 1099R form.

Distributions from a designated Roth account are reportable on form 1099-R and must include the "1st year of design. Roth contrib".

This year can be specified manually, specified in Pension Payment Maintenance (PR29), updated by Roth Plan Start Dates (PR129), or loaded by the Pension Payroll Conversion (PR529).