---

@qbteachmt wrote:

It's identified on the form.

I haven't seen the form. 🙂

If it is a SIMPLE-IRA then you may also have to dig into the 2-year rule.  I'm not sure what that is, just know it exists and it's some sort of "holding period" thingy. 🙂  I can't think of a situation where I would recommend a SIMPLE-IRA, there's nothing simple about them.  I suppose they have their niche but in the vast majority of the cases I've seen you either go SEP-IRA for true simplicity or just bite the bullet and jump into a 401(k).

Rick