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March 30, 2025
Question

1099 R - Distribution From

  • March 30, 2025
  • 1 reply
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What do I choose for Distribution on the 1099R form with Distribution Code 7 and IRA/SEP/SIMPLE box is checked. Not sure if I should choose "Other qualified IRA distributions and private-source pensions" or None of the above. I live in the state of Michigan

    1 reply

    March 30, 2025

    An IRA is a qualified retirement plan. You should choose Other qualified IRA distributions.

     

     

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