Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2018
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2018
Summary: This is an example of Form 1099-R (2018) with information completed per the text. The line items are completed as follows:
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"PAYER'S name, street address, city, state, and ZIP code" field contains: |
| Crabtree Corporation Employees' Pension Plan |
| 1111 Main Street |
| Anytown, Texas 75000 |
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"PAYER'S federal identification number" field contains 10-0000000 |
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"RECIPIENT'S identification number" field contains 002-00-XXXX |
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"RECIPIENT'S name" field contains Robert C. Smith |
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"RECIPIENT'S identification number" field contains 002-00-XXXX |
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"Street address (including apartment number)" field contains 911 Mill Way |
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"City, state, and ZIP code" field contains Anytown, Texas 75000 |
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"1. Gross distribution" field contains $175000.00 |
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"2a. Taxable amount" field contains $150000.00 |
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"2b. Total distribution" checkbox checked |
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"3. Capital gain (included in box 2a)" field contains $10000.00 |
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"4. Federal income tax withheld" field contains $30000.00 |
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"5. Employee contributions/Designated Roth contributions or insurance premiums" field contains $25000.00 |
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"7. Distribution code(s)" field contains 7A |
