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For you and your family
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Forms and Instructions

Individual Tax Return
Instructions for Form 1040
Request for Taxpayer Identification Number (TIN) and Certification
Request for Transcript of Tax Return

 

Employee's Withholding Allowance Certificate
Employer's Quarterly Federal Tax Return
Employers engaged in a trade or business who pay compensation
Installment Agreement Request

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

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

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.

Current Products


Recent Developments

Use Distribution Code 2 on Form 1099-R to report retirement plan (including IRAs) participant distributions made in 2017 due to Hurricanes Harvey, Irma, or Maria.  
-- Jan-2018


Other Items You May Find Useful

All Revisions for Form 1099-R and Instructions

General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Online Ordering for Information Returns and Employer Returns

Publication 15 (Circular E), Employer's Tax Guide

Publication 15-A, Employer's Supplemental Tax Guide

Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)

Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)

Publication 1220, Specifications for Filing Forms 1097,1098, 1099, 3921, 3922, 5498, 8935,and W2-G Electronically

Other Current Products


Comment on Form 1099-R

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CAUTION: We cannot respond to tax-related questions submitted using this page. Instead, please see our Tax Law Questions page.