Tax Form 1099-R

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Form 1099-R – Distributions from Pensions, Annuities, or Retirement Plans

The 1099-R’s will be issued by the end of January.  In some cases, you may receive more than one since a 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 is a different distribution code for the payments issued before age 59 ½ and a different distribution code for payments issued after you attain 59 ½ years of age.

You may need to include the Form 1099-R with your federal income tax filing for 2015.  Please see the sample 1099-R for an explanation of the boxes found on the form.

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