How can we help?
search-icon
Popular Topics:     Import Options  •   Refund Status  •   Amend Return  •   File Extension
Help Center>
Form 1099-R - Distribution Codes
1
For information about distribution codes for Form 1099-R, go to the IRS Instructions for Forms 1099-R and 5498 and review Table 1. Guide to Distribution Codes.
Then, enter the distribution code in Box 7 when entering the information for Form 1099-R. See the FAQ Form 1099-R - Entering Distributions from Retirement Plans for details. 
  • If you have two codes listed, select the first one and an additional drop-down will appear that will allow you to choose the second code. If the second code box does not appear, click Continue to save your entries, then click Back and enter your second code. 
  • You can also click the on-screen links Guide to distribution codes or Distribution code combinations.