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Reading your 1099R form for 2018 Your IRS 1099R shows the money paid to you by TC DRS in 2018. You will need it to fill out your 2018 income tax forms. The IRS will accept a printout copy of your

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How to fill out reading your 1099-r form

01

Start by gathering all the necessary information and documents, including your 1099-R form.

02

Review the form carefully, making sure all the information is accurate and up-to-date.

03

Enter your personal information, such as your name, address, and Social Security number, in the designated fields.

04

Look for the distribution code on the form, which indicates the reason for the distribution. Make sure it matches your situation.

05

Pay attention to box 2a, which shows the total taxable amount. Double-check that it reflects your actual taxable income.

06

If you made any federal tax withholdings, verify that they are correctly reported in box 4.

07

Fill out any other relevant sections or boxes on the form depending on your specific circumstances.

08

Finally, review the form once again to ensure accuracy, sign and date it.

09

Keep a copy of the form for your records and submit it to the appropriate authorities or tax preparer as required.

Who needs reading your 1099-r form?

01

Anyone who has received a distribution from a retirement plan, pension, IRA, or annuity during the tax year needs to fill out a 1099-R form. This includes individuals who have taken a loan from their retirement plan or made early withdrawals.

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