Retirement tax questions

@bobgorth 

 

You need to edit any actual IRA 1099-R forms, and make sure the box near box 7 has been checked.  The box is labelled IRA/SEP/SIMPLE.   Only check thatt for IRAs, not for Pensions nor 401k/403b/457/TSP type accounts.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*