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1 1 Early distribution no known exception in most cases under age 59-12. Specific Instructions for Form 1099-R.

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See Form 5329 For a rollover to a traditional IRA of the entire taxable part of the distribution do not file Form 5329. However if the distribution code is Code 3D or Code 4D these distributions are taxable to the extent theyre taxable for federal income tax purposes. Report distributions to beneficiaries of deceased plan participants on Form 1099-MISC.

See Corrective Distributions and IRA Revocation or Account Closure in the IRS instructions for Form 1099-R for more information.

The 1099-R form is an informational return which means youll use it to report income on your federal tax return. The author takes no responsibility for the accuracy of any information in this post View solution in original post. See Form 5329 For a rollover to a traditional IRA of the entire taxable part of the distribution do not file Form 5329. This post is for discussion purposes only and is NOT tax advice.