SamS1,
Thank you very much for getting back with a reply so quickly. So if I understand you correctly the check box in block 7 is the key to distinguishing between a distribution from an IRA versus an employer plan like a 401(k) or 457(b). Since that is unchecked on my 1099-R it confirms the distribution is not from an IRA, which is what I expect.
Also thanks for the tip on the forms view. No red mark there, so everything looks good.
Thanks again,
Steve
