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allan-mackey
New Member

I made $10,000 withdrawal between two ROTH IRA's. I'm 64 years old. Am I required to submit this IRA withdrawal amount on a 1099-R for federal and state tax?

 
1 Reply
Critter
Level 15

I made $10,000 withdrawal between two ROTH IRA's. I'm 64 years old. Am I required to submit this IRA withdrawal amount on a 1099-R for federal and state tax?

Yes you must include the 1099-R forms on your return even if it will not be a taxable event. 

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