2025 Printable Template
42,014 reviews on
This website is not affiliated with any government agency or tax authority.
Form last updated: 03/2024. Please verify this is the current version before use.
Easily complete & submit your 1099-R form
Follow these simple steps to fill, sign, and send your 1099-R form online.
Fill out your form
Our user-friendly editor helps you quickly enter personal & business details in the 1099-R template.
Sign the form
Add your electronic signature to the fillable 1099-R form to certify it came directly from you.
Send it to the requester
Download and instantly print or share your signed 1099-R with the requester.
What is a 1099-R used for?
Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, and other similar accounts. It is important for recipients to accurately report this income on their tax returns to ensure compliance with tax laws.
Who needs to fill out a 1099-R form
Entities such as financial institutions and plan administrators that manage retirement plans, IRAs, and annuities, and are responsible for reporting distributions to recipients.
How to fill out a 1099-R online?
Follow these steps to complete your 1099-R form online.
Frequently Asked Questions
Find quick answers to common questions about our PDF editor.
Form 1099-R is a tax form used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, and other similar accounts.
You received this form because you had a distribution of $10 or more from a retirement plan, annuity, or similar account.
Distributions reported on Form 1099-R are generally taxable in the year they are received, although some may be exempt.
