1099-R — Distributions From Pensions, Annuities, Retirement or Profit-Sharing Pl
For taxpayers receiving distributions reported on a 1099-R, including retirement accounts, pensions, annuities, and other qualified plans.
This add-on applies when you received one or more Forms 1099-R. Upload every form received, including corrected forms, along with any requested rollover confirmations, contribution records, account-basis information, or documents supporting an exception.
The gross distribution shown on Form 1099-R is not automatically the taxable amount. Tax treatment depends on the type of account, distribution code, prior contributions, rollovers, withholding, and your complete tax profile. A rollover may still require reporting even when it is not currently taxable.
This is a form-based add-on charged in addition to your selected tax preparation base service fee. The displayed price reflects the service tier selected during purchase. This add-on is not a stand-alone tax preparation service.
Rollovers, Roth conversions, inherited accounts, early distributions, nondeductible contributions, annuity calculations, missing basis records, or multiple-state reporting may require additional forms or services. London’s Tax will explain any revised scope and fee before proceeding.
This is a digitally delivered professional service. No physical product will be shipped. Your retirement distribution will be reviewed and reported as part of your primary tax preparation service.
Either party may cancel the engagement in writing. Fees for work already performed and any approved costs remain due.
