Last year I didn't have 401k and IRA plan. The reason was I moved to a new company. The company's policy is not to provide any retirement benefit in the first year. I wanted to buy $4000 by myself for making up year 2013 IRA to reduce my tax. Today I am working on the tax form, hopefully complete it via software before April 15.
Here is the question, I don't have the form 1099-R at hand. The payer said that they would mail me the document in the next half year. But I need to fill the entries in the tax software. Not sure how?
1. Gross distribution: 2a. Taxable amount: 2b. Taxable amount not determined: 2b. Total distribution: 3. Capital gains (included in box 2a): 4. Federal income tax withheld: 5. Contributions or insurance premiums: Learn More 6. Unrealized appreciation in employer securities
UPDATE: I am not sure what kind of form needed. I just want to fill these headache numbers. From the broker's web site. I got the information below.
Will I receive a 1099-R or 1099-Q? If you had a reportable distribution in 2011 from your IRA or Coverdell ESA, the form is mailed from our office no later than January 31. We will mail you a 1099-R if you had a reportable distribution from your IRA, and a 1099-Q you had a reportable distribution from your Coverdell ESA.