1099R

Discussion List

• Report 1099-R in 2025 or Amend 2024?

  Answered 273 views 3 comments 0 points Most recent by MatthewD August 4Filing my taxes
• How to handle 401k excess contribution

  234 views 1 comment 0 points Most recent by MatthewD March 17Filing my taxes
• If I have no other income but I received 1099-r do I need to file and if yes how?

  Answered 1K views 3 comments 0 points Most recent by kiarab January 30Filing my taxes
• Do you need to report an Roth IRA rollover?

  Answered ✓ 216 views 2 comments 0 points Most recent by pandaexpressfan_1 January 23Retirement Income
• Where to report withdrawal of excess Roth IRA without 1099R

  Answered 243 views 5 comments 0 points Most recent by MatthewD September 2025Filing my taxes
• 1099R shows IRA contribution for 2024 and 2023

  145 views 3 comments 0 points Most recent by MatthewD April 2025Filing my taxes
• 1099-R, Box 15: "State/Payer's state no." Mine? Job? Or TIAA in NC?

  Answered 636 views 1 comment 0 points Most recent by JMSSGV February 2025Income
• On 1099-R form "Did you roll over this distribution to a Roth IRA?" What if yes and no?

  Answered 394 views 2 comments 0 points Most recent by Melba#SAU February 2025Income
• Non-deductible IRA and 8606

  Answered 4.3K views 2 comments 0 points Most recent by brian January 2025Retirement Income
• Roth IRA Withdrawls

  Answered 322 views 4 comments 0 points Most recent by AlexO December 2024Retirement Income
• Forgot 1099-R Form

  201 views 3 comments 0 points Most recent by KristineS May 2024After you file
• Times Running Out

  Answered 203 views 4 comments 0 points Most recent by MatthewD April 2024General
• Box 7, Form 1099-R

  Answered 574 views 1 comment 0 points Most recent by RBorch April 2024Retirement Income
• Backdoor Roth Filing Issue

  Answered 381 views 1 comment 0 points Most recent by kiarab March 2024Filing my taxes
• Cannot fill 1099-R Out

  Answered 352 views 1 comment 0 points Most recent by JanaA February 2024Filing my taxes
• Filing Taxes with 1099R and 5498

  Answered 5.8K views 1 comment 0 points Most recent by rachels January 2024Filing my taxes