I have a question about Form 1099-R Box 7 — How can I tell from my Form 1099-R if my distribution came from a SEP, IRA, or SIMPLE plan?


On your Form 1099-R Box 7 there’s a checkbox labeled “IRA / SEP / SIMPLE.” If it’s checked, then you have one of these distributions. You can contact your plan administrator for more detailed information.

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