Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 1
<<TMF Roy, "his" is a disabled military annuity and mine is a small fraction thereof that is paid directl to me.>>

Ok...

<<What I would like to find out is, what tax forms/
schedules/ worksheets do I start out with to de- termine the taxable part of my 1099-R?>>

There are really no "forms" to make that determination. Did you look on your Form 1099R? It generally shows a total distribution and taxable distribution. You report both of those amounts on the appropriate line on your tax return.

<< I suppose
this would be, at most, the whole amount on my
1099-R but since they mention a "taxable part",
there must be a way to figure this out. I am just
not familiar with the forms needed.>>

You can check on IRS Publication 554 at the IRS web site for additional invormation.

TMF Taxes
Roy
Print the post  

Announcements

Disclaimer:
In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.