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H&R Block Express IRA Distribution Form

H&R Block Express IRA Distribution Form 2025

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The document is an Easy IRA Distribution Request form for Traditional and Roth IRAs, detailing the process for account owners to request distributions. It includes sections for personal information, payment instructions, withholding elections, and signature requirements. The form emphasizes the importance of accurate information to avoid penalties and fees.

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Click ‘Get Form’ to open the H&R Block Express IRA Distribution Form in our editor.
Begin by filling in your personal information. Clearly print your first and last name, home phone number, cell/work phone number, Social Security Number (SSN), email address, and account number.
In the Payment Instructions section, specify the redemption amount. Choose either 'ALL' or enter a 'PARTIAL' amount. Be aware that selecting 'ALL' incurs a $25 termination fee.
Select your preferred method of payment. You can choose to receive a check via regular mail or an express check. If opting for ACH transfer, provide your account number and routing number, ensuring you indicate the correct account type (checking or savings).
Complete the Withholding Election section by indicating if you want federal income tax withheld from your distribution. If you are age 59½ or older, select the appropriate withholding percentage.
Finally, sign and date the form at the bottom to validate your request before submitting it through our platform.

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See more H&R Block Express IRA Distribution Form versions

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Versions	Form popularity	Fillable & printable
2014	4.8 Satisfied (82 Votes)
2013	4.3 Satisfied (190 Votes)
2008	4.4 Satisfied (62 Votes)

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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.

What form number do I use for IRA distribution?

You will receive a Form 1099-R when you make a withdrawal from a IRA, 401(k) or other retirement account.

Do I need to report form 5498 on my tax return?

No. You arent required to do anything with Form 5498 because its for informational purposes only.

What form do I need for IRA withdrawal?

If you take an early withdrawal from your IRA or 401(k), complete Part 1 or 2 of Form 5329 to calculate possible IRS penalties or request a penalty waiver.

What is the 1099 form for IRA distribution?

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. Any individual retirement arrangements (IRAs). Annuities, pensions, insurance contracts, survivor income benefit plans.

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.

Do you get a 1099-R for IRA distributions?

An IRA includes all investments under one IRA plan or account. File only one Form 1099-R for distributions from all investments under one plan that are paid in 1 year to one recipient, unless you must enter different codes in box 7. You do not have to file a separate Form 1099-R for each distribution under the plan.

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.

Do I have to file form 8606 every year?

An individual is responsible for filing Form 8606 each year that he/she: Makes a nondeductible contribution(s) to a traditional IRA, including a repayment of a qualified disaster, a qualified reservist, or a qualified birth or adoption distribution.

H&R Block Express IRA Distribution Form 2025

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