Question

I have a question about reporting Form 1099-R on Form 1040-A — Where on a Form 1040-A do I report my Form 1099-R gross distributions and taxable amounts?

Answer

Regarding reporting Form 1099-R on Form 1040-A, do the following, from an IRA:

  • Gross distributions — Line 11a
  • Taxable distributions — Line 11b

From a pension or annuity:

  • Gross distributions — Line 12a
  • Taxable distributions — Line 12b

Related Topics

Related Resources

IRS Letter 4552C – Payer Inquiry

Learn more about IRS Letter 4552C and how to handle an inquiry of your business' income with help from the tax experts at H&R Block.

IRS Letter 168C – Penalty Reduced or Removed

Learn more about letter 168C, why you received the letter, and how to handle an IRS bill for unpaid tax with help from the tax experts at H&R Block.

IRS Refund Schedule

Let H&R Block help you determine when your tax return will be deposited into your bank account based on the IRS refund schedule.

Substitute for Return (SFR)

If you don't file a required tax return, the IRS may prepare a substitute for return (SFR) for you. Read the IRS definition and more from H&R Block.