FAQs on Form 1099 Series

What is Form 1099-R?

Form 1099-R is used to report distributions from pensions, annuities, retirement plans, and insurance contracts for each person to whom you have made a distribution of $10 or more. This includes distributions 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.

Last modified 26 Jul 2017 16:07 EST

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