How Do You Fill Out IRS Form 1099-R?
IRS Form 1099-R, titled “Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.,” is sent to those taxpayers who received disbursements from a retirement plan. This is written from the point of view of the entity filling out the 1099-R, not the person receiving it. Call (800) tax-form or visit the IRS online form ordering website (see our Resources below) to obtain acceptable copies of Form 1099-R to send to recipients. Although Form 1099-R is available for viewing online, the e-version of the form is unacceptable to send to taxpayers or the Internal Revenue Service. Check the “Void” or “Corrected” box at the top of the 1099 form, if applicable. Enter the Payer’s name, street address, city, state and zip code in the first box. The Payer is the organization or entity that distributed the retirement money. Enter the Payer’s Federal identification number and the Recipient’s identification number (usually a Social Security number) in the
