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IRS Form 1099-R walkthrough (Distributions from Pensions Retirement Accounts Annuities etc.)

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Please feel free to check out our article, where we've written step by step instructions to help you walk through this tax form! https://www.teachmepersonalfinance.co...

If you’re looking for tutorials for other IRS Forms that you can file directly through the IRS website, check out our free fillable forms page: https://www.teachmepersonalfinance.co...

Here are links to articles we've written about other tax forms mentioned in this video:

IRS Form 4972, Tax on LumpSum Distributions
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4972 walkthrough (Tax on Lum...  

IRS Form 5498, IRA Contribution Information
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 5498 walkthrough  ARCHIVED ...  

IRS Form 4852, Substitute for Form W2, Wage and Tax Statement, or Form 1099R
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4852 walkthrough (Requesting...  

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