Retirement Income - IRS tax forms
1099-R (Box 7) with a distribution code Q, J, H, or T. Only code Q is in scope for the VITA/TCE programs. In-scope Roth IRA distributions are reported on Form 1040 on the IRAs, pensions, and annuities line. Any amount of federal income tax withheld on Forms 1099-R, CSA- and CSF-1099-R should appear in the ................
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