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March 30, 2025
Question

Show me a form with the IRA/SIMPE/SEP box checked. I don't understand "check"

  • March 30, 2025
  • 3 replies
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IRA/SIMPLE/SEP box: what do you mean by "check"

3 replies

VolvoGirl
Employee
March 30, 2025

If your 1099R  has the little IRA/SEP/SIMPLE box  (between boxes 7 & 8 a check would be an X or a checkmark  ☑️   in it.  

DoninGA
Employee
March 30, 2025

TurboTax Form 1099-R, desktop editions -

 

Form 1099-R from the IRS -

 

VolvoGirl
Employee
March 30, 2025

Here's my Vanguard 1099R from 2023