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Returning Member
posted Aug 1, 2020 1:38:04 PM

1099 R code for a total distribution of annuity bought with after tax money

0 2 479
2 Replies
Not applicable
Aug 1, 2020 4:22:01 PM

the code is on the 1099R box 7. box 2a should have the taxable amount while box 5 should have your contributions

box 2a + 5 should equal box 1

Level 15
Aug 1, 2020 4:24:51 PM

What code is on your 1099-R?   

 

Why do you think that it is incorrect?

 

The code depends on the type of account (type of annuity) and your age.