LindaS5247
Expert Alumni

Retirement tax questions

To help clarify your question and so we can give a more helpful answer: How was your Form 1099-R coded in Box 7?  Does Box 2a have an amount? Is the Box checked for IRA/SEP/SIMPLE?

 

Click here for a description of the Codes for Box 7 of Form 1099-R.

 

Click here for where to enter your Form 1099-R

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