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New Member
posted Jan 29, 2024 7:14:56 PM

How do I know if my retirement plan was a traditional, simple or sep ira. The box was checked on my 1099-R "Ira/SEP/simple"

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1 Replies
Level 15
Jan 29, 2024 7:18:37 PM

Look at your IRA statement or ask your financial institution.