gypsydan
Returning Member

Retirement tax questions

Hello,

 

I now have a slightly better understanding of what you are saying but am still just not at the point of omitting the Form 1099-R even if the impact is nil.  My wife, on the other hand, says to omit it and move on because we are "just small fish in a vast ocean" to the IRS.  And she is probably right.

 

Now suppose I decide to go ahead and include Form 1099-R.  What becomes of the explanation?  Will it impact anything further on down road on the way to filing taxes??    

 

Thanks