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The 1099-R tax form reports the amount of income you received during the tax year. The form contains boxes you will need to use to complete your federal and state tax returns. The 1099-R tax forms are mailed by the end of January each year and available to access and download online by logging in to myCalPERS.
In most cases, your 1099-R will show $0.00 as the taxable amount in Box 2a, unless you rolled over your distribution to a Roth IRA. The amount you rolled over will not be subject to taxes until you start taking money from your IRA/qualified plan.
If you receive a Form 1099-R and do not report the distribution on your tax return, the IRS will likely send you a CP2000, Underreported Income notice. This IRS notice will propose additional tax, penalties and interest on your distributions and any other unreported income.
File Form 1099-R 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.
Generally, the issuer of the 1099-R will have an amount listed in Box 2a for the taxable amount. If you see a (zero) in Box 2a of your 1099-R, the entire distribution amount in Box 1 is nontaxable.
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If you see a 0 (zero) in Box 2a of your 1099-R paper form, the entire distribution amount in Box 1 is nontaxable.
Reportable disability payments made from a retirement plan must be reported on Form 1099-R. Generally, do not report payments subject to withholding of social security and Medicare taxes on this form. Report such payments on Form W-2, Wage and Tax Statement.
If that number is zero, then you do not need to report the form. However, even though there is no taxable distribution, you are required to report the distribution. For instance, if the box 7 code is a G, showing a rollover, this is not taxable, but it is reportable. The same is true if it is a Roth distribution.

1099r 2018