1099-R Distribution Code T

We've received Form 1099-R for IRA distributions and there was no taxable amount.

There was also no "Copy B" to Report this income on your Federal tax return.

We have met the age and years held requirements.

Do we have to list these on the tax returns?

840

Expert Alumni

Mar 23, 2025 11:07:19 AM

If there is no taxable amount in box 2a and box 5 is empty, the taxable amount will be equal to box 1.

TurboTax will created a 1099-R to be filled with your tax return, so there is no need for a copy B.

New Member

Mar 23, 2025 11:23:29 AM

My question is do I have to enter this 1099-R into my tax return?

Level 15

Mar 23, 2025 11:28:01 AM

@BI57 wrote:

My question is do I have to enter this 1099-R into my tax return?

Yes, you have to enter the Form 1099-R.