What is the tax form number for the traditional IRA incomes?

[MythSaraLee]

I need to file tax for IRA.

What is the tax form number in TurboTax app for the traditional IRA incomes?

Thanks.

[VolvoGirl]

Did you take a IRA Distribution or RMD?  You should get a 1099R form from the IRA account to report it on your personal tax return.  It goes on 1040 line 4a and 4b.  You don't file it separately.  Have you filed your tax return yet?   If you already filed for 2024 you need to amend your return to add a 1099R.  Or are you asking about taking a distribution this year in 2025?  

Do you need to enter it?

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.

[xmasbaby0]

If you take money out of your IRA you will receive a 1099R from the financial institution that handles your account.   You must enter that 1099R into your tax return.   Sometimes they mail them, but often you need to go on the account website or you might be able to import the 1099R into the tax software.   Financial institutions usually have 1099R's ready for import by late February.

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

[MythSaraLee]

@xmasbaby0 Thank you for your help for the TurboTax event today.

In the partner list, they include Chase but no Citibank, right?

Currently I did not see 1099R at my side.

Usually, will the bank mail the 1099 tax form to me?

[xmasbaby0]

We do not know if your bank will mail your 1099R.  Ask the bank.    

[MythSaraLee]

@VolvoGirl Thanks.

I only have a bank statement with a W-9 form at my hand.

What is the W-9 form used for?

[VolvoGirl]

A W-9 is to give the bank your social security number for them to fill out the 1099R they will send you at the end of the year.  But I'm not sure if that is the right form.  I would ask the Bank.  And you need a form to tell the bank how much tax withholding to take out of the IRA.  

[VolvoGirl]

I think you need to fill out a W-4R form for a IRA RMD or Distribution.  The W-4R might be a new form for 2025.   You give it to the bank or IRA account.

https://www.irs.gov/pub/irs-pdf/fw4r.pdf 

[MythSaraLee]

@xmasbaby0 Thank you.

[MythSaraLee]

@VolvoGirl Thank you for the info and the link.

I have a super simple distribution.

I think that is because my case is lower than " joint filing 30,000 10%" which is noted in your lRS ink.

Thus, the bank did not withhold funds. Now I think I only need to fill in a 1099 form in our app.

[MythSaraLee]

@VolvoGirl @xmasbaby0 

What is the form number for the NYC city tax's education credits, donations and home credits?

Thanks a lot.

[MythSaraLee]

@VolvoGirl @xmasbaby0 

Where is the IT-201-ATT form usually?

I can find the data on line 7 and line 30 are used. But I cannot find the full attachment forms in the full calculation PDF.

Usually which functions and work sheets are linked to 201-ATT? Thanks.

[VolvoGirl]

Sorry I don’t know that form.   I googled it.   Seems to be a NY form.   I only know federal and some of California forms.   

[xmasbaby0]

Sorry--I am not familiar with NY forms.

[MythSaraLee]

@xmasbaby0 @VolvoGirl Thanks.

After I re-write a value in a tax form, it shows red and "not done", then How can I debug this problem and find out all the related lines to this error?