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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.
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Yes, you must report all your income.
Yes, you must report all your income.
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