Information about Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only), including recent updates, related forms, and instructions on how to file.

See part O in the current General Instructions for Certain Information Returns, available at IRS.gov/Form1099, for more information about penalties. Please note that Copy B and other copies of this form, which appear in black, may be downloaded and printed and used to satisfy the requirement to provide the information to the recipient.

2025年2月5日 · What is a 1099-R? A 1099-R is an IRS information form that reports potentially taxable distributions from certain types of accounts, many of which are retirement savings accounts. You’ll generally receive one for distributions of $10 or more.

File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs ...

2025年2月18日 · Form 1099-R: Distributions From Pensions, Annuities, Retirement, or Profit-Sharing Plans is an Internal Revenue Service (IRS) tax form used to report distributions from...

2024年10月21日 · IRS Form 1099-R reports income received from IRAs, pensions, retirement plans, profit-sharing plans, insurance contracts, and annuities. Whether you're required to pay taxes on this income depends on the source.

2025年2月19日 · Form 1099-R is issued when a taxpayer doesn't make the required loan payments on time. These distributions are deemed taxable income, and may be subject to early distribution penalties. Most benefits that are paid before the taxpayer has reached the age of 59 1/2 are considered to be early distributions.

In the United States, Form 1099-R is a variant of Form 1099 used for reporting on distributions from pensions, annuities, retirement or profit sharing plans, IRAs, charitable gift annuities and Insurance Contracts. Form 1099-R is filed for each person who has received a distribution of $10 or more from any of the above.

Get your 1099-R tax form. Learn how to view, download, print, or request by mail your annual 1099-R tax form that reports how much income you earned from your annuity.

You’ll most likely report amounts from Form 1099-R as ordinary income on line 4b and 5b of the Form 1040. The 1099-R form is an informational return, which means you’ll use it to report income on your federal tax return.