Form 1099-R - Reporting Other Information

Issuers of Forms 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. use Box 8 to report other information they consider important. The TaxAct program does not transfer an amount entered in Box 8 of Forms 1099-R to anywhere else in the return, since the appropriate tax treatment cannot be determined.

Verify if the Box 8 amount needs to be reported on the tax return or if it is just for informational purposes. If the amount needs to be reported on the return, select the appropriate TaxAct Q&A topic to enter it directly on the appropriate form.

To report your Form 1099-R in the TaxAct program, go to our Form 1099-R - Basic Information FAQ.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.