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Get your taxes done using TurboTax
Thank you, robtm! But I received a 1099-R from my traditional IRA related to the distribution I took from that account. What I did not receive from the same traditional IRA was a 1099-R related to a separate distribution that I took from it to cover the amount, $900, that I would have been required to take no later than April 1, 2025 from my SIMPLE IRA. How do I let the IRS know that I owe tax on that $900 distribution if I don't fill out a substitute 1099-R?
March 8, 2025
5:59 PM