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Level 1
March 12, 2024
Question

Which selection do i make for the where is your distribution from?

  • March 12, 2024
  • 2 replies
  • 18 views
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2 replies

Level 15
March 12, 2024

What kind of distribution are you referring to?  Do you have a tax form?  A  1099-R perhaps?  Please provide some details.  

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DoninGA
Level 15
Level 15
March 12, 2024

If you received a Form 1099-R then select the button that indicates Form 1099-R.  If you received a Form CSA-1099-R or a CSF-1099-R then select the button for those forms.  If you received a Form RRB-1099-R then select that button.