What Is a 1099-R? Tax Forms for Annuities & Pensions?
If you have ever had an employee annuity plan or a pension plan, you probably have heard of 1099-R. What is a 1099-R? The 1099-R is the form used to report the receipt of retirement plan distributions. But be careful, this form can also be used to report annuities and pensions. The 1099 R tax form isn’t used for all pensions and annuities, but it can be used for pensions, annuities, or both. Table of Contents What is a 1099 R Form? What is an annuity? What is a pension? How to fill out the 1099 R Tax Form? Annuities …
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