- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
It needs to be a total account distribution. If this is a total distribution and is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R. You need not complete this box for any IRA distributions or for a direct rollover. If the distribution is split, you percentage of the total distribution would be the amount your received in proportion to the total distribution amount.
$xxx.xx (your share)/Total distribution from 1099R Box 1
March 15, 2021
11:25 AM