Form 1099-R is used to report various types of distributions (e.g., conversions, direct rollovers and taxable distributions) from both IRAs and Solo 401k plans.
The following Distribution Sheet is helpful for understanding how the various boxes found in Form 1099-R are used to report IRA and solo 401k distributions.
Lastly, VISIT HERE for the applicable codes that are used in box 7 of Form 1099-R when reporting solo 401k distributions.
