dmertz
Level 15

Retirement tax questions

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