Payment From Pensions and IRAs

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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Calculators

So how much will you get (or owe) this year? That’s the million-dollar question. We happen to have three very useful calculators to help you estimate your refund or balance due.

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