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Retirement tax questions
Box 10 of a Form 1099-R has nothing to do with a distribution from any kind of IRA. It only applies to distributions from a designated Roth account in a qualified retirement plan like a 401(k) (code H or code B in box 7 of the Form 1099-R).
What is the code in box 7 of the Form 1099-R provided by the payer?
Is the IRA/SEP/SIMPLE box marked?
‎February 21, 2023
6:35 PM