Canonical: https://formzdocs.com/forms/1099-r Markdown: https://formzdocs.com/forms/1099-r.md [Home](/index.md) / [All forms](/forms.md) / 1099-R # 1099-R PDF form 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. Supported revision: 2020–2026. Price per document: $8.99 USD. [Create 1099-R](https://formzdocs.com/forms/1099-r/create) Start with a free preview. $8.99 USD per document when you're ready to download. - **Preview before paying** Review your real watermarked PDF before checkout. - **One simple price** $8.99 USD per document or paystub. No account or subscription. - **Stripe checkout** Card details are entered on Stripe’s hosted payment page. - **Download support** Download after confirmed payment, with help for your order. A question about your document or download? [Visit the help center](/help.md) Use actual records and review the complete PDF before secure checkout. 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 detailsAre you preparing more than one statement for separate accounts of this recipient? IssuerPayer name · Payer street address · Payer room or suite RecipientRecipient TIN · Recipient name · Recipient street address Reported amounts1 Gross distribution · 2a Taxable amount · 3 Capital gain included in box 2a Additional informationAccount 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. ## Common questions Is the gross distribution always taxable? No. Taxable treatment can depend on basis, rollovers and the distribution type. Formz records supplied amounts; it does not establish the taxable portion or determine whether a rollover qualifies. Which 1099-R revision does Formz support? The current catalog lists 2020–2026. Select an available year inside the editor where offered and compare that PDF with the reporting period you need. A supported historical revision is not a claim that it is suitable for a current-year obligation. Does downloading 1099-R complete filing? No. Formz prepares the supported PDF from your supplied entries. You must review signatures, attachments, copy labels and the applicable delivery or filing method separately. It does not submit government forms or provide filing acceptance. ## Related forms and guides [W-2, 1099 and 1098 information-return documents](/categories/information-returns.md)[Form 1040 Form 1040 is the main U.](/forms/1040.md)[W-9 Form W-9 gives a requester your taxpayer name, federal tax classification and taxpayer identification number for information reporting.](/forms/w9.md) ## Official sources Source links reviewed October 4, 2026. Use the instructions for your selected year and check current agency updates before submission. - [IRS: About Form 1099-R](https://www.irs.gov/forms-pubs/about-form-1099-r) Your next step ## Ready to create your 1099-R? Enter your details and review the actual PDF before paying. $8.99 USD per document, with no account or subscription. [Create 1099-R](https://formzdocs.com/forms/1099-r/create)