• Community
  • :
  • Discussions
  • :
  • Taxes
  • :
  • Retirement
  • :
  • Re: TT is asking if the "IRA/SIMPLE/SEP box is checked" on my 1099-R. "IRA/SIMPLE/SEP" is typed in Box 7 Distribution Code(s) but there is no box to check next to it.
VolvoGirl
VolvoGirl
Level 15
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Permalink
  • Print
  • Report Inappropriate Content

Retirement tax questions

The IRA box is a separate box on the 1099R between boxes 7&8.  It would have an X typed in it if it is checked.

https://www.irs.gov/pub/irs-pdf/f1099r_20.pdf 

‎January 29, 2021 7:11 PM
1
570 Views
Reply
Bookmark Icon
Powered by Khoros