IRS Tax Distribution Form 1099-R

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

The Form 1099-R’s are mailed by the end of January. In some cases, you may receive more than one since a Form 1099-R will be sent for each distribution type. 

For example:  You will receive two Form 1099-R’s for the year in which you attain age 59 ½. There are different distribution codes for the payments issued before age 59 ½ and the payments issued after you attain age 59 ½.

You may need to include the Form 1099-R with your federal income tax filing. Please see the Sample Form 1099-R below for an explanation of the information found on the form.

SAMPLE FORM 1099-R

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