Distributions from IRAs and Pensions Form 1099-R

 

Distributions reported on Form 1099-R include:

  • Pensions
  • Annuities
  • Retirement or profit-sharing plans
  • IRAs
  • Insurance contracts

However, not all distributions reported on your Form 1099-R are taxable.

Ex: Funds you roll over into a new IRA aren’t taxable if you complete the rollover within 60 days.

Related Topics

Related Resources

IRS Letter 96C – Acknowledgement Letter

Receive an IRS 96C letter? Learn more about letter 96C, why you received it, and how to handle it with help from the tax experts at H&R Block.

Your 2019 Tax Form Checklist

Are you unsure of what tax forms and information you need to file taxes this year? Use this helpful tax filing forms checklist from H&R Block

IRS Notice CP21C – Changes to Your Form 1040

Received an IRS CP21C notice? Learn more about notice CP21C and how to handle it with help from the tax experts at H&R Block.

IRS Auditor

An auditor is an IRS employee that examines your tax return for accuracy. Learn more about auditors from the tax experts at H&R Block.