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Retirement tax questions
What is the exact question it's asking you? Does it say....Is this 1099R for a contribution that your employer made to a Simple or SEP account?
Why did you get the 1099R? What code is in box 7? Simple and SEP IRA accounts come out of your paychecks at work. If you contributed to a IRA yourself at the Credit Union that is a regular IRA. So say NO.
‎April 7, 2024
11:50 AM