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Retirement tax questions
What you describe is almost certainly a user entry error or, less likely, a Form 1099-R improperly prepared by the payer.
- What is the code in box 7 of the Form 1099-R provided by the payer?
- Is the IRA/SEP/SIMPLE box marked?
- Does box 2a of the Form 1099-R provided by the payer show a nonzero amount?
- Is box 2b Taxable amount not determined marked?
- Is there any nonzero amount in box 5?
March 22, 2020
11:19 AM