RobertG
Expert Alumni

Retirement tax questions

Form 1099-R has a box 3 that shows the amount of capital gain included in Box 2a, the taxable amount of the distribution.

 

If you have an amount in Box 3 of your 1099-R, it will be reported as a capital gain.  

 

if you do not have an amount in Box 3, you should check your 1099-R entries to be sure you did not enter an amount by mistake.

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