JamesG1
Expert Alumni

Retirement tax questions

IRS Form 1099-R Instructions states:

 

Box 9a. Your Percentage of Total Distribution

 

If this is a total distribution and it 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.

 

@gorjet

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