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New Member
posted Mar 30, 2025 9:51:48 AM

1099 R - Distribution From

What do I choose for Distribution on the 1099R form with Distribution Code 7 and IRA/SEP/SIMPLE box is checked. Not sure if I should choose "Other qualified IRA distributions and private-source pensions" or None of the above. I live in the state of Michigan

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1 Replies
Expert Alumni
Mar 30, 2025 9:53:54 AM

An IRA is a qualified retirement plan. You should choose Other qualified IRA distributions.