Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Who must file:
File this form for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from
profit-sharing or retirement plans,
any individual retirement arrangements (IRAs),
annuities, pensions, insurance contracts, survivor income benefit plans,
permanent and total disability payments under life insurance contracts,
charitable gift annuities, etc.
Box 1. Gross Distribution
Box 2a. Taxable Amount
Box 2b. Taxable Amount Not Determined
Box 2b. Total Distribution
Box 3. Capital Gain (Included in Box 2a)
Box 4. Federal Income Tax Withheld
Box 5. Employee Contributions/Designated Roth Contributions or Insurance Premiums
Box 6. Net Unrealized Appreciation (NUA) in Employer's Securities
Box 7. Distribution Code(s)
Box 8. Other
Box 9a. Your Percentage of Total Distribution
Box 9b. Total Employee Contributions
Box 10. Amount Allocable to IRR Within 5 Years
Box 11. 1st Year of Desig. Roth Contrib.
Boxes 12–17. State and Local Information.
How to E-FILE IRS Form 1099-R:
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Select a new 1099-R Form or Click on New filing
Enter Payer, Recipient and Form 1099-R Information
Enter state info as per the state requirement.
Verify the info in the Cart or unsubmitted forms page
Submit the Form 1099-R with the IRS and complete your requirement
IRS 1099 Deadline for 2021
IRS 1099-R form e-filing deadline for tax year 2021 is March 31, 2021. Now you can e-file form 1099-R copy A with IRS and send the recipient copy through USPS mail using our service. Payers must issue 1099 - R form Copy B to recipients on or before January 31, 2021