Form 1099-R - Sep 2016

Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. If you received a distribution of $10 or more from any of these sources, you should receive a Form 1099-R. The form shows the amount of the distribution, the amount of any federal income tax withheld, and any other information that may be required to report the distribution on your tax return. If you received a Form 1099-R, you must report the distribution on your tax return.

Individuals who received distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.

The completed Form 1099-R should be submitted to the Internal Revenue Service.