dmertz
Level 15

Retirement tax questions

A Form 1099-R reporting a regular distribution from a traditional IRA must always have box 2a equal to box 1 and box 2b Taxable amount not determined marked.

 

PalmTree, what is the code in box 7 of the Form 1099-R?

Is the IRA/SEP/SIMPLE box marked on the form provided by the payer?

Is box 2b Taxable amount not determined marked?