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Tax Resource Center

1099-R IRA/403(b) Distributions

If you received distributions from your retirement accounts, you’ll receive Form 1099-R. 

Who Gets It

Shareholders who took partial or total distributions from a traditional or Roth IRA, SEP IRA, SIMPLE IRA or 403(b).

When It's Mailed

Thrivent Mutual Funds targets mail dates by January 31st.

What's In It

Distribution amount and type; and federal and state income tax withheld, if any.  Refer to the instructions on the back of the form for more information on the distribution code.

How To Use It

Calculate taxable income on IRS Form 1040 and state/local tax returns.  You are responsible for determining the taxable amount of your IRA or 403(b) distributions from your mutual fund accounts. The taxable amount not determined box is generally marked for mutual fund accounts.

1099-R IRA 403(b) Tax Form Information

Refer to IRS Form 1040 and IRS Publication 590-B Distributions from IRAs for more information. At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.