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lmiskovic
New Member

Should i include form 1099r on my tax return if I did not take a distribution from my Roth IRA?

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PaulaM
Employee Tax Expert

Should i include form 1099r on my tax return if I did not take a distribution from my Roth IRA?

Yes, if you received a 1099-R form then include it on your tax return. The form is also furnished to the IRS.

It is the box 7 distributions that will determine the tax (if any) treatment and the flow to your return.

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PaulaM
Employee Tax Expert

Should i include form 1099r on my tax return if I did not take a distribution from my Roth IRA?

Yes, if you received a 1099-R form then include it on your tax return. The form is also furnished to the IRS.

It is the box 7 distributions that will determine the tax (if any) treatment and the flow to your return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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