New Tax Reporting Changes for IRA and Plan Distributions
Feb 25, 2019
By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
The IRS has changed the line numbers for reporting IRA and employer plan distribution on Form 1040, U.S. Individual Income Tax Return. Advisors should make note of these changes, to help ensure that they can respond to related questions from clients.