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I withdrew from Roth IRA and received a 1099R. Do I include it under 1099Rs?

 
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ColeenD3
Expert Alumni

I withdrew from Roth IRA and received a 1099R. Do I include it under 1099Rs?

Yes. 

 

The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

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