Form 1099 - R
What is Form 1099-R?
Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. The user may receive a 1099-R Form from each taxpayer to whom they have made a designated distribution or have been treated to a distribution of $10 or more from profit-sharing, retirement plans, individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, or survivor income benefit plans.
Form 1099-R is used to report death benefit payments made by employers that are not made as part of a pension, profit-sharing, or retirement plan. Reportable disability payments made from a retirement plan must be reported on Form 1099-R. You may also, report payments on Form W-2, Wage, and Tax Statement. If you don't receive the missing or corrected form insufficient time to file your tax return, you may use Form 4852 to complete your return.
Register for free to E-file Forms 1099-R, 1099-K, 1099-PATR, 1099-H, 1099-S, 1099-G, 1099-B, 1099-C, 1099-A, 1099-SA, 1099-OID, 1099-DIV, 1099-INT, 1099-Q, 1099-LS, 1099-LTC, 1099-MISC, and 1099-NEC with Tax2efile or Call us at 703-229-0326 for assistance on filing your 1099 taxes online.