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Retirement tax questions
No, you do not need a special form. You will need to report the distribution on your tax return. You should receive a Form 1099-R from your broker/plan administrator.
What determines the taxability of your distribution is the code in Box 7 of your Form 1099-R.
Look below for the codes and what they mean.
https://ttlc.intuit.com/replies/4194736
https://ttlc.intuit.com/replies/4194737
‎June 6, 2019
11:13 AM