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Level 3
posted Jan 27, 2021 9:12:42 AM

Do SIMPLE IRAs receive any tax forms other than a 1099-R?

In other words, if I never made any withdrawals from my account, I can simply proceed with filing my taxes as this account is the only account I am waiting on the issuer to send out forms.

 

Thank You!

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1 Replies
Expert Alumni
Jan 27, 2021 10:51:52 AM

Yes, you are correct, if you had no withdrawals, you can proceed with preparing your taxes. When you withdraw from a Simple IRA, you will not recevie any additional forms other than a 1099-R.