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Retirement tax questions
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.*
‎February 5, 2026
5:39 AM