- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If it was a regular distribution, go ahead and put code 7 in box 7. As dmertz points out, a 1099-R without a code in box 7 is not valid. I would speak to someone higher up at Northern Trust and pursue the issue.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎June 1, 2019
8:55 AM