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Retirement tax questions
The IRA/SEP/SIMPLE box has no meaning on a code-Q Form 1099-R. It does not need to be marked and is not normally marked on a code-Q Form 1099-R.
It seems doubtful that TurboTax is asking about any RMD with regard to your Roth IRA. Perhaps TurboTax is asking if you have any traditional retirement accounts that require RMDs.
‎February 22, 2025
6:20 PM