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This guide provides step-by-step instructions on filling out the F1099r.pdf form online. It is designed to assist users who may have limited experience with legal documents and to ensure that all information is filled out accurately.

Follow the steps to complete the F1099r.pdf form accurately.

1. Click ‘Get Form’ button to access the F1099r.pdf form and open it in your preferred editor.
2. Begin by entering the trustee's or issuer's name and address in the designated fields. Ensure that the information is complete and correctly formatted.
3. In box 1, input the total IRA contributions you made for the year 2023. This includes contributions made until April 15, 2024, that may be deductible.
4. Record any rollover contributions in box 2. This should reflect any money transferred from one retirement account to another.
5. If applicable, fill box 3 with the total amount converted to a Roth IRA in 2023.
6. Complete box 4 for any amounts that were recharacterized from one type of IRA to another.
7. Fill in box 5 with the fair market value (FMV) of the account as of year-end.
8. Input any life insurance costs in box 6 as applicable.
9. For SEP contributions made in 2023, record in box 8, and for SIMPLE contributions, input in box 9.
10. If you have made Roth IRA contributions, enter their total in box 10.
11. Check box 11 if you are required to take a required minimum distribution (RMD) for 2024.
12. Provide the RMD amount due in box 12b and the RMD distribution date in box 12a.
13. For postponed contributions, record the amount in box 13a and the related year in box 13b.
14. Complete box 14 for any repayments associate with qualified distributions.
15. Document any FMV of specified assets in box 15a and the applicable codes in box 15b.
16. Once all fields are accurately filled, save your changes, and choose to download, print, or share the completed form.

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