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Level 1
June 3, 2019
Question

How do I answer 1099-R page?

  • June 3, 2019
  • 1 reply
  • 4 views
I have a 401k but have not taken any money out of it in 2016. Based on the instructions on the 1099-R filing page, I'm unsure as to whether I should check 'yes' or 'no' when answering if I've had any of these types of income this year.

1 reply

Level 15
June 3, 2019

If you have not taken any distributions from any type of tax deferred account and have not received a 1099-R from any financial institution, it is likely you do not enter anything in the 1099-R section. Your answer would be no.