shk_shk08
Returning Member

Retirement tax questions

What is the code in box 7 of the Form 1099-R?- 

B1 or 1B

Is there a taxable amount entered in box 2a of the Form 1099-R? 

YES

Are any boxes checked in 2b?

NO

Is the box IRA/SEP/SIMPE box checked? 

NO

Was any amount of the distribution rolled over to another retirement account or to a Roth IRA or Roth 401(k)?

NO