1040-US: Summary of all IRA distributions

Alerts and notices

Question

I have multiple 1099-R distributions from IRAs in a client. Where can I see a summary of all distributions?

Answer

The IRA Distribution Report shows all 1099-R distributions from IRAs along with the gross and taxable amounts to be reported on Form 1040. To view the report, open the tax client, switch to form view, and click the IRADist folder in the folders block.

Related topic: Individual retirement account FAQs (1040)