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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.

 

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1 Reply
GloriaL
Expert Alumni

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

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.

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