eTRM uses javascript that opens and focuses a separate window to display reports. Your browser does not appear to support javascript. This should not prevent you from using eTRM but it does mean the window focus feature will not work. Please check the contents of other windows on your desktop if you click on a link that does not appear to do anything.

[Home] [Help]

Lookup Type: 1099R_DISTRIBUTION_CODE

Product:	PER - Human Resources
Meaning:	1099-R Distribution Code
Description:	1099-R Distribution Code1

Quick Codes

Code	Meaning	Description
1	Early distribution, no known exception (under age 591.2)	Early distribution, no known exception (in most cases, under age 591.2)
2	Early distribution, exception applies (under age 591.2)	Early distribution, exception applies (under age 591.2)
3	Disability	Disability
4	Death	Death
5	Prohibited transaction	Prohibited transaction
6	Section 1035 exchange	Section 1035 exchange(a tax-free exchange of life insurance, annuity, or endowment contracts)
7	Normal distribution	Normal distribution
8	Excess contributions	Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2003
9	Cost of current life insurance protection	Cost of current life insurance protection
A	May be eligible for 10-year tax option	May be eligible for 10-year tax option
B	Designated Roth account distribution	Designated Roth account distribution
D	Excess contributions plus earnings/excess (in 2001)	Excess contributions plus earnings/excess deferrals taxable in 2001
E	Excess annual additions under section 415/ 403(b) plans	Excess annual additions under section 415 and certain excess amounts under section 403(b) plans
F	Charitable gift annuity	Charitable gift annuity
G	Direct rollover	Direct rollover
H	Direct Rollover from Desig. Roth to Roth IRA	Direct Rollover from Desig. Roth to Roth IRA
J	Early distribution from a Roth IRA, no known exception	Early distribution from a Roth IRA, no known exception
L	Loans treated as distributions	Loans treated as distributions
N	Recharacterized IRA contribution made for 2003	Recharacterized IRA contribution made for 2003
P	Excess contributions plus earnings/excess (in 2002)	Excess contributions plus earnings/excess deferrals taxable in 2002
Q	Qualified distribution from a Roth IRA	Qualified distribution from a Roth IRA
R	Recharacterized IRA contribution made for 2002	Recharacterized IRA contribution made for 2002
S	Early distribution from a SIMPLE IRA in first 2 years	Early distribution from a SIMPLE IRA in first 2 years, no known exception
T	Roth IRA distribution, exception applies	Roth IRA distribution, exception applies