KarenM90
Intuit Alumni

Get your taxes done using TurboTax

If there is NO checkmark in (or near) that box that says IRA/SEP/SIMPLE, then this particular distribution does not apply to one of these types of accounts.

 

However, if you believe the distribution may have come from and IRA/SEP/or SIMPLE you should contact the plan administrator or the "payer" on the form to get more information. 

 

Whether that box is checked or not could be important for the taxability of the current or future distributions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"