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Form 1099-R--Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
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Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
1099-R Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
1099 General Instructions General Instructions for Forms 1097, 1099, 1098, 3921, 3922, 5498, and W-2G
Related Forms
Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc.Topic Screen for this Form
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored AccountsTopic Screen for this Form
5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsHTML Instructions
Form 8606 Nondeductible IRAsTopic Screen for this Form
8606 Instructions for Form 8606, Nondeductible IRAs
Principal Publications Publications
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Links Inside Publications
Publication 17 - Your Federal Income Tax (For Individuals) - Credit for Withholding and Estimated Tax for 2010
Form 1099-R. Attach Form 1099-R to your return if box 4 shows federal income tax withheld. Include the amount...
heading icon Frequently Asked Questions
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
I received a lump-sum distribution when I retired. Is there any special tax averaging option on a lump-sum...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
If taxes are withheld from a distribution from a 401(k) plan, am I required to include the amount of the distribution...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
If I retire or leave my employer for any reason (including due to being laid off) before I am age 59 1/2, can...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
I changed jobs and received a distribution (via check) of my entire vested account under my former employer's...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
Can I withdraw my elective deferrals to a 401(k) plan to build or purchase my first home without paying the...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
My understanding is that the 10% additional tax on early distributions is forgiven if I am over age 55 and...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
How long do I have to roll over a retirement distribution? You must complete the rollover by the 60th day following...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
I changed jobs and received a distribution (via check) of my entire vested account under my former employer's...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
If taxes are withheld from a distribution from a 401(k) plan, am I required to include the amount of the distribution...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
Can I withdraw my elective deferrals to a 401(k) plan to build or purchase my first home without paying the...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
I received a lump-sum distribution when I retired. Is there any special tax averaging option on a lump-sum...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
If I retire or leave my employer for any reason (including due to being laid off) before I am age 59 1/2, can...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
My understanding is that the 10% additional tax on early distributions is forgiven if I am over age 55 and...
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
How long do I have to roll over a retirement distribution? You must complete the rollover by the 60th day following...
FAQ - Individual Retirement Arrangements (IRAs)
How do I calculate the minimum amount that must be withdrawn from my IRA after age 70 1/2?Chapter 1 of , Individual...
FAQ - Individual Retirement Arrangements (IRAs)
How long do I have to roll over a distribution from a retirement plan to an IRA account? You must complete...
FAQ - Individual Retirement Arrangements (IRAs)
If I can't withdraw funds penalty free from my 401(k) plan to purchase my first home, can I roll it over into...
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