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Everything You Need to Know about IRS 1099-R

Recently Retired? Learn about using IRS Form 1099-R to report Retirement plan distributions!

We are back to wrap up our review of the 1099 forms for the upcoming tax season.  This week’s PDFfiller post deals with IRS Form 1099-R.

What is form IRS 1099-R?

Retirement benefits are basically an extension of compensation arranged by the employer and employee. If you received a distribution of at least $10 from a retirement plan, then you should receive IRS Form 1099-R. This form is referred to as Distributions From Pensions, Retirement, Annuities, or Profit-Sharing Plans, Insurance Contracts, IRAs, etc., and IRA Contribution Information form. You will receive this form if you are treated as having made a distribution of $10 or more from
• Retirement plans or profit-sharing
• IRAs
• Pension, contracts, annuities, survivor income benefit plans
• Charitable gift annuities

Who must file the IRS 1099-R form?

Anyone who is making a distribution of a pension or profit-sharing plan to the taxpayer – other than by reason of disability, death, retirement – has to submit an annual return for each and every distribution that exceeds the contribution made by the taxpayer by $10 or more.

What other forms are needed when you file IRS 1099-R form?

Form IRS 1099-R must be filed with IRS form 1096 Annual Summary and Transmittal of U.S. Information Returns..

Where do you file IRS 1099-R?

Copy A of IRS 1099-R must be sent to the IRS center. Copy B is to attach with your federal tax return and copy C is for the recipient and copy D is for the payer. Furnish the Copies B and C to the recipient by February 1. File Copy A of the form with the IRS by the end of Februray.

How do I fill IRS 1099-R?

For more about how to fill out your 1099-R, check out the following video:

Now that you’ve got the basics down, use PDFfiller to fill your IRS 1099-R, and get back to the important work of being retired!