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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman I See separate instructions. Reporting Issuer1 Issuer\'s

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Individuals who have received certain types of income that are exempt from taxes.

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What is a non-taxable distribution?

A non-taxable distribution is a payment made from a retirement account, such as a 401(k) or IRA, that is not subject to income tax. This may occur in situations like rollovers, certain withdrawals for education, or health expenses.

Who is required to file a non-taxable distribution?

Individuals who receive a non-taxable distribution from a retirement account must report it on their tax return, although they may not owe tax on the amount. Entities managing or distributing retirement funds may also have filing requirements.

How to fill out a non-taxable distribution?

To fill out a non-taxable distribution, report the amount received on the appropriate tax form (e.g., Form 1040) and indicate that it is a non-taxable event, often requiring additional forms or documentation based on the type of distribution.

What is the purpose of a non-taxable distribution?

The purpose of a non-taxable distribution is to allow individuals to access funds from retirement accounts without incurring immediate tax liabilities, promoting financial flexibility for specific needs like medical expenses, education, or rollovers.

What information must be reported on a non-taxable distribution?

The information that must be reported includes the amount of the distribution, the type of distribution, the source account, and any related documentation that verifies the non-taxable nature of the distribution.

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