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New Member
posted Feb 26, 2025 12:05:18 PM

My 1099-R has IRA/SEP/SIMPLE on it, should I mark IRA SEP or IRA SIMPLE on my tax return?

My 1099-R has IRA/SEP/SIMPLE on it, should I mark IRA SEP or IRA SIMPLE on my tax return?

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2 Replies
Level 15
Feb 26, 2025 12:08:14 PM

Only if that box has a checkmark in it like an X.  What plan is the 1099R from?  

Expert Alumni
Feb 26, 2025 12:17:13 PM

When you enter your Form 1099-R, you mark the IRA/SEP/SIMPLE box since the IRA/SEP/SIMPLE box is checked on your Form.  You're not going to actually see the box on your tax return.

 

Refer to the TurboTax Help article Where do I enter my 1099-R?

 

[Edited 2/28/25|12:30pm PST]

 

@rbnsrbn