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IRA Distribution Form - AdvisorFlex

IRA Distribution Form - AdvisorFlex 2025

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The document is an IRA Distribution/Withholding Form for Traditional, Roth, SEP, and SIMPLE IRAs. It collects account owner information, specifies the type of distribution requested (normal, premature, disability, etc.), outlines payment amounts and methods, and includes tax withholding elections. The form requires the account owner's authorization and provides important information regarding distributions and tax implications.

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Got questions?

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

Do IRA distributions count as income?

Distributions from a traditional IRA are taxed as ordinary income, but if you made nondeductible contributions, not all of the distribution is taxable.

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 report my IRA distribution?

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.

Do I need to report anything from my IRA on my taxes?

Distributions from a traditional IRA are fully or partially taxable in the year of distribution. To determine if your IRA is taxable, see Is the distribution from my traditional, SEP or SIMPLE IRA taxable? If you made only deductible contributions, distributions are fully taxable.

How do I report a charitable distribution from an IRA?

Like other IRA distributions, QCDs are reported on Line 4 of Form 1040 or Form 1040-SR. If part or all of an IRA distribution is a QCD, enter the total amount of the IRA distribution on Line 4a. This is the amount shown in Box 1 on Form 1099-R. Then, if the full amount of the distribution is a QCD, enter 0 on Line 4b.

What is a 1099r for Roth IRA distribution?

In Form 1099-R, select code J-Early distribution from Roth IRA in Box 7, check 2b. Taxable amount not determined, and also 2b. Total distribution, if applicable. This will also enable the Roth IRA Contribution screen to appear within the TaxAct program.

Where do I report an IRA distribution?

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.

IRA Distribution Form - AdvisorFlex 2025

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