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The document is a distribution request form for John Hancock IRA, Roth IRA, or Coverdell ESA accounts. It outlines the necessary information required from the account holder, including personal details, type of account, type of distribution, tax withholding options, method of payment, and signature requirements. The form serves as a formal request for withdrawing funds from the specified accounts.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I tax my IRA distribution?

Individuals must pay an additional 10% early withdrawal tax unless an exception applies. Use Form 5329 to report distributions subject to the 10% additional tax on early distributions from a qualified retirement plan, including traditional IRAs.

What form do you get for an IRA distribution?

File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement

How do I claim my IRA on my taxes?

IRA contributions will be reported on Form 5498: IRA contribution information is reported for each person for whom any IRA was maintained, including SEP or SIMPLE IRAs. An IRA includes all investments under one IRA plan. The institution maintaining the IRA files this form.

How do I withdraw money from my IRA?

You can call us at 800-344-1029 to enroll in phone withdrawal authorization and elect to take a withdrawal. You can also complete this form entirely online: Visit the forms page at johnhancock.com/annuities.

How long does it take to get your withdrawal from ?

Regular mail (default)The payments will arrive within 57 business days. Overnight mailThe payments will arrive within 12 business days.

How do I file an IRA distribution on my taxes?

Regardless of your age, you will need to file a Form 1040 and show the amount of the IRA withdrawal. Since you took the withdrawal before you reached age 59 1/2, unless you met one of the exceptions, you will need to pay an additional 10% tax on early distributions on your Form 1040.

How do I report IRA distributions on my taxes?

Go to Interview Form IRS-1099R Distributions From Pensions, Annuities and IRAs. In Box 30 - TSJ, enter the applicable code. In Box 56 - Gross distribution, enter the amount. In Box 64 - Distribution code, enter J or T. In Box 65 - IRA/SEP/SIMPLE, enter X. In box 125 - Basis in Roth IRA contributions, enter the amount.

Where do I put my IRA distribution on 1040?

Print pension and IRA distributions on Form 1040, line 4a. If the pension or IRA distribution income is fully taxable, the system leaves Form 1040 or 1040-SR, line 4a, and line 4c blank.

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