2024 IRS Tax Distribution Form 1099-R

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Form 1099-R – Distributions from Pensions, Annuities, or Retirement Plans

The IRS 1099-R forms are mailed by the Northern Trust Co before January 31st. You may receive more than one form if your distributions have different distribution types. For example: You will receive two tax forms if you attain age 59 ½ during the tax year or if you received both a lump sum distribution and an annuity.  All 1099R forms you receive will need to be used in preparing your income tax filings for 2024.

If there is an amount in Box 5, this has nothing to do with health insurance but rather the amount of your 2024 income that is Non-taxable income.

Please be sure the LABF has your current mailing address to avoid a delay in receiving your 1099R Forms.

SAMPLE FORM 1099-R

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