BillM223
Expert Alumni

Retirement tax questions

Is this 1099-R for a total distribution?

 

The instructions for line 9a say, "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."

 

Any of this sound familar?

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