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Retirement tax questions
You mean the little IRA/SEP/SIMPLE box that is between boxes 7&8 on a 1099R? Why did you get the 1099R? If you don't know why you got it you better ask Schwab. What code is in box 7? Did you ever rollover another plan like a 401k to an IRA account? Did you inherit the account?
‎February 10, 2025
10:53 AM