Thursday, February 9, 2012

You are here: Home > 1099-R, 2009 Tax, Tax Forms

From the category archives:

Tax Forms

Complete List of 1099-R Codes

by taxnick on February 13, 2009

Here’s a handy list of codes for the 1099-R:
1 Early distribution, no known exception
2 Early distribution, exception applies
3 Disability
4 Death
5 Prohibited transaction
6 Section 1035 exchange
7 Normal distribution
8 Excess contribution
9 Cost of life insurance protection
A May be eligible for 10-year tax option
D Excess contribution
E Excess annual additions
F Charitable gift annuity
G Direct rollover
J Early distribution from Roth IRA
L Loans treated as deemed distributions
N Recharacterized IRA contribution
P Excess contribution
Q Qualified distribution from a Roth IRA
R Recharacterized IRA contribution
S Early [...]

{ 0 comments }