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Retirement tax questions
Hello dmertz ...
Thank you for your very quick response!
Box 7 Distribution Code is 7, Normal Distribution.
Yes, the IRA/SEP/SIMPLE box is marked X.
Seems like the Insurance Company (the Payer) is somewhat confused?
Do I need to contact them for a Corrected 1099-R? Or just TT-2022, and hopefully the IRS, ignore this inconsistency?
Thanks much!
‎February 22, 2023
11:28 AM