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1099-R Question Statement of Annuity Paid
I have a 1099-R where i retired as a civilian employee for the Army. It shows in block 9B a distribution for $3430 and then following blocks entry asked if i cashed out or rolled over the amount into an existing retirement plan or the same plan. I am trying to get some guidance on how to answer the 2-3 questions following this as had Gross Dist of $4572, Tax amount of $4439.28 and Fed Tax of $76.80. Live in Tx so no state taxes yet...
‎January 29, 2021
9:41 AM