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Distributions from IRAs and Pensions Form 1099-R

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1 min read


Distributions reported on Form 1099-R include:

  • Pensions
  • Annuities
  • Retirement or profit-sharing plans
  • IRAs
  • Insurance contracts

However, not all distributions reported on your Form 1099-R are taxable.

Ex: Funds you roll over into a new IRA aren’t taxable if you complete the rollover within 60 days.

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