DanaB27
Employee Tax Expert

Get your taxes done using TurboTax

No, you will not check the IRA/SEP/SIMPLE box (below box 7) for a Roth IRA. I edited my answer above.

 

No, you do not need to select that this is a substitute 1099-R since you will later get the Form 1099-R. You only select a substitute Form 1099-R if you cannot get the form after trying everything to receive it.

 

@march3john

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