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March 25, 2024
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Line 4 8880 1099-R 7D

  • March 25, 2024
  • 1 reply
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Is non qualified annuity distribution to be reported on line 4 of form 8880? 
The slip is 1099-R with 7D in box 7.

I am wondering if it is considered qualified retirement plan as defined in section 4974(c) or not. 

Best answer by dmertz

No.  A Form 1099-R that includes code D in box 7 is not to be included anywhere on Form 8880.

1 reply

dmertzAnswer
Employee
March 25, 2024

No.  A Form 1099-R that includes code D in box 7 is not to be included anywhere on Form 8880.