1099-R
Distributions From Pensions, Annuities, IRAs - 2025
Form 1099-R reports withdrawals from retirement accounts, pensions, annuities, and IRAs.
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What is a 1099-R form?
Form 1099-R reports withdrawals from retirement accounts, pensions, annuities, and IRAs.
- Gather retirement account distribution records.
- Enter payer and recipient details.
- Enter gross distribution in Box 1.
- Enter taxable amount in Box 2a.
- Add federal withholding amounts if applicable.
- Review coding in Box 7 and file with IRS and recipient.
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1099-R
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