1099-R Form

Categories: Tax,

distributions from Pensions, Annuities, Retirement or profit sharing plans, IRAs, insurance contracts, etc. This form is used with an individual taxpayer reports their distributions from annuities, profit sharing plans, retirement plans, IRAs, insurance contracts, and / or pensions. The investment plan custodian will send this form to those who have received distributions of $10 or more from the plan in a given year.