Skip to main content
Level 1
Jun 5, 2019 9:15 PM UTC
Solved

For 1099-R, Box 7; Distribution Code 3? How do "furnish proof"?

No text available
    MichaelL1
    MichaelL1Answer
    Level 15
    Jun 5, 2019 9:15 PM UTC

    You don't furnish proof when you file your return.

    You just enter the 1099R as you got it and if the IRS asks for proof - and only if they ask, then you provide proof.

    To enter pension and annuity Payments (1099-R)

    •    Click on Federal Taxes
    •    Click on Wages and Income
    •    Click on I'll choose what I work on (if shown)
    •    Scroll down to Retirement Plans and Social Security
    •    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


    1 reply

    MichaelL1
    MichaelL1Answer
    Level 15
    Jun 5, 2019 9:15 PM UTC

    You don't furnish proof when you file your return.

    You just enter the 1099R as you got it and if the IRS asks for proof - and only if they ask, then you provide proof.

    To enter pension and annuity Payments (1099-R)

    •    Click on Federal Taxes
    •    Click on Wages and Income
    •    Click on I'll choose what I work on (if shown)
    •    Scroll down to Retirement Plans and Social Security
    •    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button