A guide to your 2023 1099-R Tax Reporting Statement
https://olui2.fs.ml.com/Publish/Content/application/pdf/GWMOL/1099-R_tax_statement.pdf
Web ResultIRS Form 1099-R, “Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc.”, is used to report all retirement plan distributions to holders of Merrill BASICTM, SEP, SIMPLE, Retirement Selector Account (RSA) 403(b)(7), and variations of IRA accounts to their beneficiaries. …
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