- Yes, you select Financial institution
- Yes, the IRA/SEP/SIMPLE box is blank and you will answer "No, the box is blank"?
- Yes, you will select "None of these apply"
- If you did not have any earnings ($0 in box 2a) then you will not get the screen "Did you use your IRA to pay for any of these expenses?". If you had earnings, please make sure you click continue after entering all Form 1099-Rs to get to the screen.
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