How to transfer information to IRS Form 1040 or Form 1040A
For codes 1 and S, in addition to IRS Form 1040 or 1040A, you may be required to file Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax Favored Accounts. For a rollover of an entire distribution, do not file Form 5329. See IRS Instructions for Form 1040 or 1040A to determine what is required for reporting a rollover distribution. For codes 2, 3, 4, G or Q you need not file Form 5329. For codes J, N, and R you are required to file Form 8606, Nondeductible IRAs. Any applicable nontaxable fees have not been included as part of your “Gross Distribution” or your “Taxable Amount.” Certain distribution(s) transactions require using more than one Distribution Code to accurately identify the type of distribution you received. See the 1040 instructions of your tax return if more than one code is listed.