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Best answer by dmertz

Forms 1099-R report distributions from retirement accounts.  The marking of the IRA/SEP/SIMPLE box simply indicates that the distribution came from some type of traditional IRA.

2 replies

VolvoGirl
Employee
February 16, 2024

Was it from your IRA?  Ask the plan if it wasn't from one of those 3 kinds of plans.  

dmertzAnswer
Employee
February 16, 2024

Forms 1099-R report distributions from retirement accounts.  The marking of the IRA/SEP/SIMPLE box simply indicates that the distribution came from some type of traditional IRA.