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

Inheritance Tax

Inheritance tax is the tax you pay as the beneficiary of property that you inherited and then you sell. Learn more from the tax experts at H&R Block.

IRS Letter 3173 – Third Party Contacts

The IRS has contacted third parties to help figure out what you owe. Learn more about letter 3173 from the tax experts at H&R Block.

Form 433-A

IRS Form 433-A, Collection Information Statement, is used to determine taxpayer's ability to pay the IRS. Learn more from the tax experts at H&R Block.

IRS Notice CP297C – Notice of Seizure and Notice of Your Right to a Hearing

Learn about IRS Notice CP297C, your appeal rights, and how to handle an IRS tax bill. Get tax help from the tax experts at H&R Block.