1099R Federal Withholding for Cares Act

[pharris878]

If a client is spreading the 1099R distribution over three years, do I also spread the federal taxes that they had withheld?

[Just-Lisa-Now- · Accepted solution]

Nope, plan accordingly.

[qbteachmt]

Withholding is applied against what they owe for that year, the same as any other withholding (W-2 or 1099) and the same as any estimates. It's all various ways their total got paid in for the tax year you are working on.