H&R Block Express IRA Distribution Form 2026

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  1. Click ‘Get Form’ to open the H&R Block Express IRA Distribution Form in our editor.
  2. Begin by filling in your personal information. Clearly print your first and last name, home and cell/work phone numbers, Social Security Number (SSN), email address, and account number.
  3. In the Payment Instructions section, select either the redemption amount or check 'ALL' for a full distribution. If opting for a partial distribution, specify the amount clearly.
  4. Choose your method of payment. You can opt for a mailed check or an express check. Ensure you provide a valid street address (P.O. Box addresses are not allowed) if selecting express delivery.
  5. If choosing ACH transfer, enter your account number and routing number. Indicate whether it’s a checking or savings account and attach a voided check or bank letter as required.
  6. Complete the Withholding Election section by indicating if you want federal income tax withheld from your distribution. Make sure to sign and date the form at the bottom.

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2014 4.8 Satisfied (82 Votes)
2013 4.3 Satisfied (190 Votes)
2008 4.4 Satisfied (62 Votes)
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