DavidD66
Employee Tax Expert

Retirement tax questions

According to the IRS Instructions (for the preparer) of Form 1099-A:

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.

If your distribution was part of a total distribution from the 403(b) plan (as opposed to an IRA Rollover account from a 403(b) ) the I would check the Total Distribution box.  If it was not a total distribution or it came from an IRA then leave box 9a blank.

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