dmertz
Level 15

Retirement tax questions

If you received a Form 1099-R, you received a distribution that needs to be reported on your tax return.  What was done with that distribution determines the tax treatment applied to that distribution.

 

Did you receive a Form 1099-R?

If so, what is the code in box 7 of this Form 1099-R and is the IRA/SEP/SIMPLE box marked?