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Do I have to file a 1099-R if 1. Gross Distribution is less than $20 and 2. Left job and now disabled so not able to roll over??

 
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4 Replies
AnnetteB6
Employee Tax Expert

Do I have to file a 1099-R if 1. Gross Distribution is less than $20 and 2. Left job and now disabled so not able to roll over??

Even though the amount is small, you should include the Form 1099-R distribution as part of your tax return.  The IRS has a copy of the form and you may be contacted by the IRS by letter if it is not included.

 

As you go through the follow-up questions after entering the Form 1099-R, you may qualify for an exception to the early distribution tax due to disability and leaving your job.  However, this does not mean that the Form 1099-R should not be reported.

 

Use these steps to get started:

 

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner) 
  • This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-R
  • Click on the blue “Jump to 1099-R” link
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Do I have to file a 1099-R if 1. Gross Distribution is less than $20 and 2. Left job and now disabled so not able to roll over??

thank you

ColeenD3
Expert Alumni

Do I have to file a 1099-R if 1. Gross Distribution is less than $20 and 2. Left job and now disabled so not able to roll over??

Yes, you must report all your income.

ColeenD3
Expert Alumni

Do I have to file a 1099-R if 1. Gross Distribution is less than $20 and 2. Left job and now disabled so not able to roll over??

Yes, you must report all your income.

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