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Retirement tax questions
Neither of these Forms is entirely correct if the distribution was from a traditional IRA.
What is the code in box 7 of these Forms 1099-R?
Is the IRA/SEP/SIMPLE box marked?
If the code in box 7 is 1, 2 or 7 and the IRA/SEP/SIMPLE box is marked, box 2a must be the same as box 1 and box 2b Taxable amount not determined must be marked.
March 10, 2024
1:30 PM