- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
A 1099R can only be from 1 kind of plan, either from a 401k or from a IRA. And because IRA goes on 1040 line 4 and 401k go on line 5. A 1099R from a IRA will have the little IRA box checked next to box 7. You can't combine them on a single 1099R. See if you have any other 1099R forms you are missing in your paperwork. Did they send you an actual IRS form 1099R or did the plan just send a letter with the 1099R info and not on the actual form?
yesterday