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Retirement tax questions
That checkbox in the software form is a separate box near box 7 and 8...look for it, it's pretty obvious.
Box 7 is actully NOT that IRA/SEP/SIMPLE check box. Box 7 should be a single or number letter code...so I don't know what you are looking at on your Paper 1099-R
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 4, 2019
5:20 PM