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Generally the issuer of the 1099-R will have an amount listed in Box 2a for the taxable amount If no amount is listed you will need to determine the amount yourself If this is a Roth Distribution that has been held for 5 or more years and you are withdrawing the contributions only enter 0 for Box 2a. A 1099-R tax form reports distributions from a retirement plan income you might have to pay federal income tax on But the form isn't just for retirees drawing on their nest eggs There are other situations when you might get a 1099-R before you retire. Find tax information View information for federal reporting state reporting and withholding Get tax information Find out. In the finances section of the online form you will see a Link to IRS button if.

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