Is a "2017 Required Minimum Distribution Statement" the same as a 1099-R?

I received a "2017 Required Minimum Distribution Statement. Is it the same as a 1099-R?

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1 Best answer

Level 2

Jun 3, 2019 11:06:49 AM

Not necessarily. This is usually a mailing from your custodian telling you that you need to make a Required Minimum Distribution.

If you thereafter took a Required Minimum Distribution from your account, then you should have received a 1099-R.

Level 15

Jun 3, 2019 11:06:48 AM

Here's a blank 1099R from the IRS <a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/f1099r.pdf">https://www.irs.gov/pub/irs-pdf/f1099r.pdf</a>
Does your statement have these box #s on it even if it's not laid out the same way?

Level 2

Jun 3, 2019 11:06:49 AM

Not necessarily. This is usually a mailing from your custodian telling you that you need to make a Required Minimum Distribution.

If you thereafter took a Required Minimum Distribution from your account, then you should have received a 1099-R.