- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Hi, Dmertz.
The IRA/SEP/SIMPLE box in Line 7 of the 1099-R is checked (like it is on the 1099-R from Fidelity) and distribution code 2 is entered (as it is on the 1099-R from Fidelity).
And in answering the questions as we went through the interview, we did identify it as a rollover and not a recharacterization.
‎February 7, 2025
10:29 AM