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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.

Current Products


Recent Developments

 


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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Page Last Reviewed or Updated: 17-Jan-2017