perogers60
Returning Member

Retirement tax questions

Dave, 

Thank you for taking the time to answer my question.

Looking at the 1099R box7 the IRA/SEP/Simple is not checked on either of the 1099 distributions.

I only have data in box:

1 - Gross Distribution

2b - Taxable amount not determined has an x in the box

7 - Distribution code = Q