1040-US: Summary of all IRA distributions

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

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


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)

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