Form 1099-R
A IRS form with which an individual reports his or her distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts and/or pensions. The following are some of the items included on the form: the gross distribution paid during the given tax year, the amount of the distribution that is taxable, the federal income tax that was withheld, contributions made to the investment or premiums paid and a code that represents the type of distributions made to the holder of the plan.
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Receiving an Unexpected Form 1099-R
Retirement Plan Tax Forms You May Need to File - Part 1
Retirement Plan Tax Forms You May Need to File - Part 2
See also: 401(k) Plan, Annuity, Capital Gain, Distribution, Dividend, Individual Retirement Account - IRA, Internal Revenue Service - IRS, Profit-Sharing Plan, Schedule D, Traditional IRA
Also spelled: Form 1099R