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Retirement tax questions
You originally said you took a distribution in 2015. That would have generated a 2015 Form 1099-R. If you didn't receive a 2015 Form 1099-R, it must have been a loan instead, In that case, I assume that the From 1099-R that you are referring to is a 2020 Form 1099-R and I'll assume that that is why you are asking the question now.
What is the code in box 7 of the 2020 Form 1099-R provided by the payer?
Is the IRA/SEP/SIMPLE box marked?
‎February 18, 2021
3:00 PM