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For 2014 Tax Tips For Year 2014.

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Old 02-03-2015, 11:27 PM
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Join Date: Mar 2011
Posts: 5

I received a 1099R from my employer for my pension for 2014. I retired in December 2013. Boxes 1 & 2a both have the same dollar amount. No Federal income tax was withheld. Box 7 has a distribution code of "2". I just turned 60 years old in November of 2014. How, or do I need to fill out form "5329"?


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