MarilynG1
Expert Alumni

Retirement tax questions

@MidlandBob If you received a 1099-R with your SSN and part of that income belongs to another nominee, click this link to make the income adjustment on your return.  

 

The other nominee can report the income on their return as 'Other Income'. Click this link for info on How to Report Other Income

 

Keep good documentation of how the funds were actually distributed. 

 

 

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