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bacon716
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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

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?

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

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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?

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

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