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Get 1099-R Exclusion Worksheet (lower Section Of 1099-R ... - IRS.gov - Apps Irs

Form 1099-R will have either a code 1 or code 7. The amount properly rolled should be entered on Line 1 of the Exclusion Worksheet. 1099-R Exclusion Worksheet lower section of 1099-Rand Simplified Form 1099-R screen Line 10 through Exclusion Worksheet screen Taxpayer should have documentation of the amount that should have been recovered in previous years even if it was not claimed or you can calculate it from the annuity start date.

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