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Retirement tax questions
A Form 1099-R without a code in box 7 is not valid.
If you are over age 59½, are you sure that box 7 does not have code 7? It's not uncommon for people to miss seeing a code 7 since it is the same as the box number.
If you are over age 59½, are you sure that box 7 does not have code 7? It's not uncommon for people to miss seeing a code 7 since it is the same as the box number.
June 1, 2019
8:55 AM