- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
What is the code in box 7 of the 1099-R? Is there an amount in box 2a? Is the box for IRA/SEP/SIMPLE not checked?
If this is a pension payment and you are being asked for an RMD then the entire amount from box 1 of the 1099-R is the RMD.
When asked if this a Qualified or Non-Qualified Plan, select Qualified
March 15, 2025
12:10 PM