Retirement tax questions


@fanfare wrote:

1099-R does not list FUNDS:

 


Vanguard does.  I have see it often on Vanguard 1099-R's

 

They issue 1099-R similar to this:.

 

 

Box 1  1234-5555 $33

             2222-5555 $200

             4444-5555 $400

 

And the same for box 2a were the number is the account number of the security or fund.

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**