Did you take a IRA Distribution or RMD? You should get a 1099R form from the IRA account to report it on your personal tax return. It goes on 1040 line 4a and 4b. You don't file it separately. Have you filed your tax return yet? If you already filed for 2024 you need to amend your return to add a 1099R. Or are you asking about taking a distribution this year in 2025?
Do you need to enter it?
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.
