IRS Tax Distribution Form 1099-R
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