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posted Jun 4, 2019 8:40:40 PM

My pension financial adviser says no code is required in box 7 due to our defined benefit pension. Can I advance in the 1099-R topic with no code in the Box 7?

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Level 15
Jun 4, 2019 8:40:42 PM

I don't know what he is smoking but ALL form 1099-Rs MUST have a code in box 7 ... contact the company that issued the forms and skip that fool.

1 Replies
Level 15
Jun 4, 2019 8:40:42 PM

I don't know what he is smoking but ALL form 1099-Rs MUST have a code in box 7 ... contact the company that issued the forms and skip that fool.