Understanding the purpose of a tax form or schedule is never a pleasant experience. That's why we created a comprehensive tax form library, showcasing the most frequently used tax forms and schedules you may encounter. We believe the process of staying compliant with your taxes should be as effortless as possible.
General Information
- What is the form number? Form 1099-R
- What government agency is it filed with? The Internal Revenue Service (IRS)
- What is the form name? Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
- What is this form about? Form 1099-R is a document used to report distributions from retirement or profit-sharing plans, IRAs, annuities, pensions, and insurance contracts. It provides details about the total amount distributed and the taxable amount, if any. Recipients of these distributions use the information from this form to ensure they are accurately reporting their income and any related tax implications on their tax returns.
What does it look like?
Resources
Looking for more information about this form? Here are some helpful resources:
How can we help you today?
Looking for more information about this or other tax forms? The tax team at DiMercurio Advisors are tax compliance experts. We are passionate about ensuring you are well-informed and in control of your tax situation.