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Level 1
June 6, 2019
Solved

2016 ira fair market value and 2017 required minimum distribution statement

  • June 6, 2019
  • 2 replies
  • 25 views
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That form is for your information only and does not get reported on your federal tax return.  You only need to report the information on Form 1099-R.  

Just make sure you withdraw the required minimum distribution shown on the form before the end of 2017.

2 replies

Level 2
June 6, 2019
I'm still confused on what I should report
Answer
June 6, 2019

That form is for your information only and does not get reported on your federal tax return.  You only need to report the information on Form 1099-R.  

Just make sure you withdraw the required minimum distribution shown on the form before the end of 2017.