dmertz
Level 15

Retirement tax questions

Are you sure that this is indeed an IRA?  If the account is truly an IRA, the financial institution is required to make the IRA/SEP/SIMPLE box on this form 1099-R.  Having the box unmarked means that the financial institution is saying that the distribution was from some kind on non-IRA retirement account.  The fact that "someone else contributed to it" has no bearing on whether or not the IRA/SEP/SIMPLE box needs to be marked.

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