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| Distribution code (1099-R) Section 2 of 2 Q- Roth IRA qualified distribution. You are age 59? or over and meet the 5-year holding period for a Roth IRA. See the Form 1040/1040A instructions*. R- Recharacterized IRA contribution made last year and recharacterized this year. Report on last year's Form 1040/1040A and Form 8606, if applicable. S- Early distribution from a SIMPLE IRA in first 2 years, no known exception (under age 59?). May be subject to an additional 25% tax. See Form 5329. T- Roth IRA distribution, exception applies. You are either age 59? or over or an exception (code 3 or 4) applies. See the Form 1040/1040A instructions. If the IRA/SEP/SIMPLE box is checked, you have received a traditional IRA, SEP or SIMPLE distribution.* You are not required to file Form 5329. |
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