Learn More About 1099-R

WHAT is a 1099-R?

Form 1099-R is used to report distributions from pensions, retirement or profit-sharing plans, annuities, any IRA or an insurance contract. A 1099-R form must be provided to the recipient and a copy mailed or e-filed to the IRS.

WHY do I file 1099-R?

The IRS requires that all income is reported by businesses and individuals or penalties could apply.

WHO needs to file 1099-R?

Any organization that has made designated distributions of $10 or more. See the official IRS instructions.

WHEN do I file 1099-R?

1099-R forms are required to be mailed to the recipient by Jan. 31, and e-filed with the IRS by Mar. 31, or a paper copy mailed to the IRS by Feb. 28 each year.

1099-R Reporting Information

What to Report

Amount to Report

Distributions from retirement or profit-sharing plans, any IRA, insurance contracts or IRA recharacterizations. $10 or more

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