DavidD66
Expert Alumni

Retirement tax questions

It is not a check box, it is the distribution codes in Box 7 of Form 1099-R.  If Code 1 is used, it will be treated as an early withdrawal and subject to the 10% penalty.  If it is a rollover, there is additional information that has to be entered indicating the distribution was handled, otherwise it will be treated as an early withdrawal subject to tax and the 10% penalty.  I suggest you revisit the 1099 entry section and ensure you have properly input all information.

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