IRS Form 1099-R walkthrough (Distributions from Pensions, Retirement Accounts, Annuities, etc.)

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Here are links to articles we've written about other tax forms mentioned in this video:

IRS Form 4972, Tax on Lump-Sum Distributions
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4972 walkthrough (Tax on Lum...  

IRS Form 5498, IRA Contribution Information
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 5498 walkthrough - ARCHIVED ...  

IRS Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4852 walkthrough (Requesting...