Form 1099-R

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Form 1099-R

An IRS form reporting income from distributions from an IRA, 401(k), pension plan, profit-sharing plan, insurance plan, or another, similar instrument. The form indicates how much was withheld for taxes, if any, and the total amount of income one derived from a plan. This helps the plan holder calculate his/her tax liability from these plans.
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No new forms are required for trustees to report distributions and contributions related to SIMPLE plans; however, trustees must report distributions and contributions on revised forms 1099-R and 5498.
Printed copies of forms 1099-R and 5498 can be obtained by calling 800-829-3676.