DianeW777
Expert Alumni

Retirement tax questions

You should select the number and/or letter that is printed on your Form, 1099-R. If no entry is printed on your form you should seek a correction by the plan administrator.  Defined benefit plans provide a fixed, pre-established benefit for employees at retirement.

 

If you are receiving payments from your defined  benefit plan as normal retirement distributions then the code in Box 7 would be 7 for 'normal distribution'.

 

Please update here if you need more clarification.

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