topic What does it mean if the IRA/SEP box on my 1099-R is not checked but is marked "UT"? How do I answer the question of whether the IRA/SEP/SIMPLE box is checked? in Retirement tax questions

What does it mean if the IRA/SEP box on my 1099-R is not checked but is marked "UT"? How do I answer the question of whether the IRA/SEP/SIMPLE box is checked?

mmowens51 — Sat, 01 Jun 2019 07:38:21 GMT

It doesn't make sense that "UT" would have anything to do...

dmertz — Sat, 01 Jun 2019 07:38:23 GMT

It doesn't make sense that "UT" would have anything to do with the IRA/SEP/SIMPLE box. Any marking of the IRA/SEP/SIMPLE box would either be an "X" or a "Y" or "N" for Yes or No.
Do you live in Utah?
What is the code in box 7 of the Form 1099-R?
What kind of retirement account did this distribution come from?

Yes, I live in Utah. The number 7 appears in box 7 of the...

mmowens51 — Sat, 01 Jun 2019 07:38:24 GMT

Yes, I live in Utah. The number 7 appears in box 7 of the 1099-R. This is a pension payment.

Since you live in Utah, I'm sure that UT is your state ab...

dmertz — Sat, 01 Jun 2019 07:38:25 GMT

Since you live in Utah, I'm sure that UT is your state abbreviation, likely in box 13. Since the distribution is from a pension plan, not from an IRA, it appears that the IRA/SEP/SIMPLE box is not marked, so you would leave it unmarked in TurboTax.