1099-R Forms

1099-R Forms are used to report distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts and/or pensions.

Copy A - For Internal Revenue Service Center
Copy 1 - For Payer's Records or State, City or Local Tax Department
Copy B - Report this income on your federal tax return. If this form shows federal income tax withheld in box 4, attach this copy to your return.
Copy C - For Recipient's Records
Copy 2 - File this copy with your state, city, or local income tax return, when required
Copy D - For Payer

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