Explanation of Form 1099R, which reports sources of retirement income from things like pensions, annuities, IRAs, Roth IRAs and 401(k)s

IRS instructions to Form 1099R https://www.irs.gov/pub/irspdf/i1099...

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#1099R #IRA #Pension

DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.