Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 31, 2022 11:46:50 AM

There is no IRA/SEP/SIMPLE box on 1099-R

0 2 3758
2 Replies
Level 15
Mar 31, 2022 11:48:09 AM

Then you don't check it  What is the 1099R?  A 401K or pension?  

Level 15
Mar 31, 2022 11:50:18 AM

If the Form 1099-R you received from the plan administrator does not have an IRA/SEP/SIMPLE box then you do not check the IRA/SEP/SIMPLE box on the TurboTax Form 1099-R.

 

IRS Form 1099-R (2021) - https://www.irs.gov/pub/irs-prior/f1099r--2021.pdf