Information on distribution codes that are listed in Box 7 of Form 1099-R are available in the IRS Instructions for Forms 1099-R and 5498 OR in the TaxACT program within the Retirement Plan Income section of the Q&A:

  1. From within your TaxACT return (Online or Desktop), click on the Federal Q&A tab
  2. Click Retirement Plan Income to expand the category, then click IRA, 401(k), and Pension Plan Distributions (Form 1099-R)
  3. Click New to create a new copy of the form or click Review to review a form already created
  4. Click Step-by-Step Guidance
  5. Continue to the screen titled Retirement Plan Income - Box 7 and click on the Learn More links for information about distribution codes.


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