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1 reply

M
MayaD
March 19, 2025

You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.

 

To report the form:

  1. Open or continue your return.
  2. Select  Federal, then Wages & Income.
  3. Go to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. You can Import your form or change how to enter your form/Type it yourself.
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