About Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

File this form 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),
  • annuities, pensions, insurance contracts, survivor income benefit plans,
  • permanent and total disability payments under life insurance contracts,
  • charitable gift annuities, etc.

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