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New Member
posted Feb 4, 2022 5:40:16 PM

My 1099-R does not appear to have a box for IRA/SIMPLE/SEP, so how do I answer turbotax's question whether this box is checked or left blank?

The 1099-R is issued by DFAS.

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2 Replies
Level 15
Feb 4, 2022 5:42:43 PM

They do not put unnecessary boxes on the form since it is NOT an IRA so it is not checked.

Level 15
Feb 4, 2022 5:43:06 PM

Military retirement income is not from an IRA so that you can answer No where asked if the IRA/SEP/SIMPLE box is checked.