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Retirement tax questions
- What is the code (or codes) in box 7 of the Form 1099-R provided by the payer?
- Is the IRA/SEP/SIMPLE box marked on this Form 1099-R and have you reflected that correctly on TurboTax's 1099-R form?
- Are you entering the box 1 and box 2a amounts exactly as shown on the Form 1099-R provided by the payer?
- Is box 2b Taxable amount not determined marked?
- Is there any nonzero amount in box 5?
‎January 31, 2020
12:39 PM