Question
Joe is 68 and retired. He receives retirement benefits from a variety of sources. He receives distributions from his traditional IRA, a private employer pension
Joe is 68 and retired. He receives retirement benefits from a variety of sources. He receives distributions from his traditional IRA, a private employer pension plan, and Social Security. At the end of the year, what documents will he receive that reflect these payments?
a) A Form 1099-R from all three sources
b) A Form 1099-IRA for the traditional IRA distribution and a Form 1099-R for the other two
distributions
c) A Form 1099-R for the private employer pension, a Form 1099-IRA for the IRA and a Form SSA-
1099 for the Social Security
d) A Form 1099-R for the private employer pension and the IRA distribution and a Form SSA-1099
for the Social Security
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