moose007
Returning Member

Retirement tax questions

Thanks @DanaB27. That's helpful.

 

Should I also check the “IRA/SIMPLE/SEP” box in the 1099-R?

 

Also, to confirm, when I file my 2021 taxes, I should ignore 1099-R unless there’s withholding. By ignoring 1099-R, you mean I should also answer “no” to the question in the image below next year? (It should say 2021 and 2020 respectively)

 

Screen Shot 2021-02-07 at 9.30.06 PM.png