IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., is a legal document sent by the plan issuers (payers) to the Internal Revenue Service (IRS) and individuals (recipients) to whom these payers have made designated distributions from qualified and non-qualified profit-sharing or retirement plans, annuities, pensions, insurance contracts, disability payments, etc. This document reports the gross distribution, the taxable amount applicable to this gross distribution, a portion of federal income tax that was withheld, and capital gains associated with the distribution.
This form was released by the IRS. The latest version of the form was issued in 2020 with all previous editions obsolete. You can download a fillable 1099-R Form through the link below.
Here you can find other related 1099 forms, also known as information returns, used to report various types of income other than salaries to the IRS.
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