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.
Other Items You May Find Useful
General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
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
Comment on Form 1099-R
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