AnnetteB6
Expert Alumni

Retirement tax questions

Yes, they were quoting you the rule for generating a Form 1099-INT.  It must be greater than $10 of interest income.  

 

But, for a Form 1099-R, if the total distribution amount is greater than $10 regardless of earnings in the account, then the form must be issued.  

 

@gigijohnston1 

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