@jgimpel1969 wrote:
Box 7 code is 7. SEP/Simple is UNchecked.
(The 1099-R actually doesn't even show that IRA/SEP/SIMPLE field, oddly).
If you separated from your company at age 55 or older and you are under the age of 59 1/2 in 2024 then the plan administrator should have entered in box 7 a code of 2—Early distribution, exception applies (under age 59½).
