Retirement tax questions


@abtb00 wrote:

 

in the 1099_R it prepared, it says :

"If box 7 code is 2 or 5, check if this distribution is from a Roth IRA (See Help)"

and the box near this is checked

but my box 7 is J. why is this checked?


Where does it say that?   I do not think I have ever seen that.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**