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After you file
1099-R's are issued for all types of retirement accounts and they are reported differently. Where is is found on your tax return depends on the box 7 code, the IRA/SEP/SIMPLE box and what you did with the money - rolled it over, converted it, kept it, etc. Most 1099-R reporting will be on the 1040 line 4(a,b,c or d) depending on the codes and year. Some 1099-R's do not go on line 4 at all, depending again on the codes.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎October 31, 2020
8:37 AM
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