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 Notice CP01C – We Verified Your Identity

Your personal information was stolen, but the IRS has verified your identity. Learn more about IRS notice CP01C from the tax experts at H&R Block.

IRS Letter 3500 – Interim Letter

Did you receive IRS Letter 3500? Learn more about letter 3500 and how to handle it with help from the tax experts at H&R Block.

Automatic Revocation

Read the IRS definition of automatic revocation as it applies to tax-exempt organizations and get more insight from the experts at H&R Block.

Lock-In Letter

If you do not withhold enough taxes from your paycheck, the IRS can send a lock-in letter to your employer. Learn more about lock-in letters from H&R Block.