Skip to main content
February 5, 2025
Question

if the IRA/SEP/SIMPLE box is not checked in 1099-r is this a non-qualified plan?

  • February 5, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    February 5, 2025

    No.

     

    This only means that the distribution is from another type of plan, such as a 401(k) plan or an annuity.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"