Tax Form 1099-R
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.