Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 13, 2021 7:09:57 PM

1099-R Question: Is the IRA/SEP/SIMPLE box on the 1099-R checked? I can click on Yes or No. What if there is no box at all on the 1099-R form?

What if my 1099-R form does not have a box to check when Turbo Tax asks:  Is the IRA/SEP/SIMPLE box on this 1099-R checked?  Yes or No

0 1 209
1 Replies
Level 15
May 13, 2021 7:14:14 PM

If the 1099-R does not have an IRA/SEP/SIMPLE box, then the box is not checked. Answer No.