1099-R Distributions from Pensions, Annuities, Retirement, etc.

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

• Taxpayers should receive Form 1099-R for any distributions of $10 or more, from any type of retirement plan
• In a typical year with no extensions, Form 1099-R must be issued to taxpayers no later than January 31st.
• Taxpayers who have not received their 1099-R form by February 15th, and have made efforts to obtain their 1099-R with no results, are able to complete Form 4852 substitute 1099-R.

Follow the instructions below to correctly enter the Form 1099-R:

1. Select Add Form.

2. Begin by typing 1099-R, into the search bar at the bottom of the All Forms and Schedules Menu.

3. Select Form 1099-R. Double-click to add the form.

4. If a joint return, choose New Taxpayer's or New Spouse's Occurrence.

5. Complete the 1099-R, filling in all applicable sections. Pay close attention to the state information.