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February 28, 2025
Question

% of 1099-R distribution that is "yours". Line 9a

  • February 28, 2025
  • 1 reply
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Getting a review edit for % of 1099-R distribution that is "mine" (Line 9a) . What if my distribution was 10,000 and I had 1000 go direct to church. Is my % then 90%?, or would I put 100% in this field?

    1 reply

    February 28, 2025

    Enter 90% (or just 90 if it doesn't like the % symbol).

     

    The instructions say, "If this is a total distribution and it is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R"

     

    See page 15 in the 1099-R Instructions.

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