Form 1099-R

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:

• Register or Sign in to your account
• 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