dmertz
Level 15

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.