1099-R PDF form

Understand your document

What is 1099-R?

Form 1099-R reports distributions from retirement plans, IRAs, pensions, annuities and certain other arrangements. Distribution codes, taxable amounts and withholding carry different meanings. Use the plan or issuer’s records rather than assuming the whole gross distribution is taxable.

Records to gather

• Payer and recipient legal details and taxpayer identifiers
• Gross distribution, determined taxable amount and withholding
• Distribution code, IRA/SEP/SIMPLE status and applicable indicators
• Any state/local amounts and account or correction references

Fields you will work through

The guided editor groups the supported fields into practical steps. The available fields follow the chosen revision.

Document details

Are you preparing more than one statement for separate accounts of this recipient?

Issuer

Payer name · Payer street address · Payer room or suite

Recipient

Recipient TIN · Recipient name · Recipient street address

Reported amounts

1 Gross distribution · 2a Taxable amount · 3 Capital gain included in box 2a

Additional information

Account number · 7a Distribution codes · 8b Percentage of annuity contract

Check before using your PDF

• Distinguish gross distributions from taxable amounts and verify the distribution code against the issuer’s records.
• Check rollover or other special treatment under the year’s instructions before entering taxable amounts.

After you prepare the document

Issuers should meet furnishing and filing requirements separately. Recipients needing corrections should contact the plan administrator or payer.