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Retirement tax questions
Try entering it as a Financial Institution or other Provider 1099-R. When you get to Distribution Info page, make sure Box 7 info is correct with Distribution Code 7 (at least that is what my Foreign Service 1099-R says.) It defaulted to Code 1. Distribution Code 7 is Normal distribution. I checked Qualified Plan on that page. Hope you find this helpful. I am not a tax professional.
‎January 31, 2025
7:24 AM
2,929 Views