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Form 1099-R: What It's Used for and Who Should File It
What Is Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans? Form 1099-R: Distributions From Pensions, Annuities, Retirement, or Profit-Sharing Plans is an ...
Kiplinger6y
Reporting Charitable IRA Distributions on Tax Returns Can Be Confusing
which should be a tax-free charitable distribution and not included in my adjusted gross income. The problem is that my broker reported the entire RMD on my Form 1099-R as a taxable distribution.
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Taxpayers, investors and retirees: How to file your tax return for FREE
Retirees should also be on the lookout for Form 1099-R, which covers withdrawals ... a nonprofit group of tax software companies. If your adjusted gross income (AGI) was $84,000 or less in 2024 ...