dmertz
Level 15

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?