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1099r pension If There is nothing listed in box 7 How do I proceed

This is for retirement pension. Is there supposed to be a distribution code in box 7?
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2 Replies

1099r pension If There is nothing listed in box 7 How do I proceed

Look carefully on the Form 1099-R for box 7.  Is there the number 7 in or near the box?

 

If there is no number in box 7 then you need to contact the plan administrator to get a corrected Form 1099-R as a code in box 7 is required.

dmertz
Level 15

1099r pension If There is nothing listed in box 7 How do I proceed

Given that this form is reporting distributions from a pension, a code 7 is almost certainly present in box 7.

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