s-tekely
New Member

Retirement tax questions

Just looked at the 1099R again. It has my name as the recipient. Box 7 has a 4. Oddly, when I looked at it in turbo tax, it had changed box 7 to a P. The strange thing is I also attempted to do this in HR Block website and got a message saying the same thing turbo tax said. So if I understand you correctly, since the 1099R is in my name, box 7 has a 4 and the IRA/SEP/SIMPLE box isn’t checked, this message shouldn’t be coming up?