dhoida
New Member

Retirement tax questions

Hi Michael - Thanks for the response.  It is "0",  as are boxes 3,4,6,9b,12,15, and 17.   Box2b it says "Taxable amount not determined" and "Total distribution", there's no boxes though so I'm assuming that means I must check the boxes in TT.   Line 7 is code "1" and  then it says IRA/SEP/SIMPLE, but no box, so again I assume that means I should check the box for IRA/SEP/SIMPLE so I did.   Important note:  If I don't make those assumptions in 2b and 7 IRA/SEP/SIMPLE and don't check the boxes in TT, then it clears the SmartCheck edit.