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For information about distribution codes in Box 7 of Form 1099-R, go to the IRS Instructions or find the information in your TaxAct return:

  • Go to the IRS Instructions for Forms 1099-R and 5498, page 15, to view Table 1. Guide to Distribution Codes.
  • Find the information in your TaxAct return (if you need help accessing Form 1099-R, go to our Form 1099-R - Entering Distributions from Retirement Plans FAQ):
    1. From within your Form 1099-R, continue with the interview process until you reach the screen titled Enter the remaining details from the Form 1099-R.
    2. Scroll down to the Box 7 section, and click Guide to distribution codes, or Distribution code combinations.

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.


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