Distributions from IRAs and Pensions Form 1099-R
Distributions reported on Form 1099-R include:
- Retirement or profit-sharing plans
- 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.
Learn more about your options to reduce or remove an IRS estimated tax penalty. Get the facts from the tax experts at H&R Block.
If you’ve received unemployment compensation or a state tax refund, you’ll receive Form 1099-G. Learn more about Form 1099-G and how it affects your taxes.
Do you need a filing extension from the IRS? Learn how to file IRS extension Form 4868 and get tax answers from H&R Block.
Need help deciding if you need to file an amended return (IRS Form 1040X)? Get the facts from the tax experts at H&R Block.