dmertz
Level 15

Retirement tax questions

@zahneri , as DoninGA asked, what is the code in box 7 of the 2022 Form 1099-R that you received?

Is the IRA/SEP/SIMPLE box marked?

 

If the balance in the account was less than $5,000, the employer was likely required to distribute the funds to you or roll them over to an IRA.