Reply To: 1099-R on Roth IRA annuity payment

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#14871
Alan S.
Participant

Yes, the 4852 is the best way to go. You should also include copies of prior Q coded 1099R forms, and perhaps an IRA statement if you have one that identifies the account as a Roth IRA. Since TIIA will not adequately explain this to clients, perhaps they will to the IRS if the IRS takes the time to ask for an explanation.