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  • Product: ONESOURCE Trust Tax

1099-R special handling tax codes

Tax code
Description
1099-R wh & other
1099-R dist
Gross dist - Box 1
Taxable amt - Box 2a
Fed WH
State WH
Empl Contr - Box 5
Amt Alloc IRR w/in 5 years - Box 10
Notes
229
1099R Federal 100% Withholdings (Dist Cd 7)
Box 1
7
TC
TC
TC
N/A
N/A
N/A
Stands alone
230
1099R State 100% Withholdings (Dist Cd 7)
Box 1
7
TC
TC
N/A
TC
N/A
N/A
Stands alone
235
1099R Federal Income Tax Withheld
Box 1
N/A
TC
TC
TC
N/A
N/A
N/A
Adds to other TC
236
1099R State Income Tax Withheld
Box 1
N/A
TC
TC
N/A
TC
N/A
N/A
Adds to other TC
255
1099R Box 5 Emp Contribs, Desig. Roth Contribs, or Ins Premiums
Box 1
N/A
TC
N/A
N/A
N/A
TC
N/A
Adds to other TC
264
1099R Taxable Amount Box 2a
Box 1
N/A
N/A
TC
N/A
N/A
N/A
N/A
Adds to other TC
286
1099R Amount Allocable to IRR within 5 Years
Box 1
N/A
TC
TC
N/A
N/A
N/A
TC
Adds to other TC