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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.
March 14, 2023
3:30 PM