IRS Form 1099-R Box 7 Distribution Codes — Ascensus

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One of the most difficult aspects of reporting IRA and retirement plan distributions is determining the proper distribution code(s) to enter in Box 7 on IRS Form 1099-R. We’ve called out each distribution code that may apply and explained when to use each.

Form 1099-R Box 7 Distribution Codes

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IRS Form 1099-R ≡ Fill Out Printable PDF Forms Online

Description Distributions From an HSA, Archer MSA, Medicare Advantage MSA. Use Form 1099-SA Copy A to print and mail payment information to the IRS.

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BMSAFED05 - Form 1099-SA Distributions from an HSA, Archer MSA, Or Medicare Advantage MSA - Copy A Federal

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Form 1099-R Distribution Codes for Defined Contribution Plans

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IRS Courseware - Link & Learn Taxes

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Codes Used in Box 7 of Form 1099-R for Reporting Solo 401k Distributions & Conversions - My Solo 401k Financial

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Form 1099-R Instructions & Information

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Form 1099-R — Articles — Ascensus

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Form 1099-R — Articles — Ascensus

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Reporting Distributions on Forms 1099-R and 1099-SA — Ascensus

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Form 1099-R — Articles — Ascensus

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Form 1099-R — Articles — Ascensus

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Form 1099-R Distribution Codes for Defined Contribution Plans