We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use.
Click "here" to read our Cookie Policy. By clicking "Accept" you agree to the use of cookies. Read less
Read more
Accept
Loading
Form preview
  • US Legal Forms
  • Form Library
  • Tax Forms
  • Executive Department Treasury IRS Forms
  • Irs 1099-r 2013

Get Irs 1099-r 2013

Able to IRR within 5 years 11 1st year of desig. Roth contrib. 12 State tax withheld 15 Local tax withheld Account number (see instructions) $ $ 1099-R $ 13 State/Payer s state no. 14 State distribution $ $ $ Form % % 9b Total employee contributions www.irs.gov/form1099r $ $ 16 Name of locality 17 Local distribution $ $ Department of the Treasury - Internal Revenue Service CORRECTED (if checked) PAYER S name, street address, city or town, province or state, country, and ZIP o.

This website is not affiliated with IRS

How it works

  1. Open form

    Open form follow the instructions

  2. Easily sign form

    Easily sign the form with your finger

  3. Share form

    Send filled & signed form or save

How to fill out the IRS 1099-R online

This guide provides clear and detailed instructions for users looking to complete the IRS 1099-R form online. With an emphasis on ease of understanding, this resource aims to support individuals of varying expertise levels in navigating their tax obligations.

Follow the steps to successfully complete your IRS 1099-R online.

  1. Press the ‘Get Form’ button to access the 1099-R form and open it in the editing interface.
  2. Fill in the payer’s name, street address, city or town, state, country, and ZIP or foreign postal code in the designated fields at the top of the form.
  3. Enter the payer's federal identification number to identify the entity responsible for issuing the form.
  4. In box 1, input the gross distribution amount received, which is the total payment from pensions, annuities, retirement plans, etc.
  5. Fill box 2a with the taxable amount of the distribution. If unknown, check box 2b indicating the taxable amount is not determined.
  6. Complete box 3 if applicable by entering capital gains included in box 2a.
  7. In box 4, show any federal income tax withheld from the distribution amount.
  8. Input any employee contributions in box 5, and include any other amounts in box 8 as necessary.
  9. Fill in the recipient’s information, including their name and identification number.
  10. Complete additional boxes for state tax withheld, distribution codes, and any local tax withheld as applicable.
  11. Review all entries for accuracy before submitting the form. Users can also save changes, download, print, or share the completed form as needed.

Start filling out your IRS 1099-R form online today to ensure timely and accurate submission!

Get form

Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.

Related content

About Form 1099-R, Distributions From Pensions ...
May 13, 2025 — File Form 1099-R for each person to whom you have made a designated...
Learn more
About IRS Form 1099-R | Employee Workday Help
Jan 29, 2021 — The Form 1099-R reports supplemental pensions paid from the January 10...
Learn more
2016 Publication 575
Jan 4, 2017 — Form 1099R. If you began receiving periodic payments of a life annuity in...
Learn more

Related links form

IRS W-3 2014 IRS W-3 2013 IRS W-3 2012 IRS W-3 2011

Questions & Answers

Get answers to your most pressing questions about US Legal Forms API.

Contact support

To get a copy of your IRS 1099-R online, visit the website of the financial institution or retirement plan that issued it. Most organizations allow you to access your tax documents through a secure account. If necessary, you can also request a copy directly from them; they may provide an electronic or paper version upon request. For additional assistance, uslegalforms offers resources to help streamline the retrieval process and ensure all your forms are in order.

If you don't receive your IRS 1099-R form, take action promptly. Start by contacting the financial institution or entity that should have issued it, as they are responsible for sending the form. If you still do not receive it, you can reconstruct the information using your account statements or transaction records. Additionally, uslegalforms can assist you in creating the necessary documents to stay compliant with IRS requirements.

To look up your IRS 1099-R, start by reviewing your records for any physical copies or electronic statements. If you cannot find it, contact your financial institution or plan provider for assistance. They may be able to reissue the form or guide you on how to access it online. Using services like USLegalForms can simplify these queries by providing helpful resources and templates.

The IRS 1099-R form is typically issued by financial institutions, pension plans, or government retirement systems when you receive distributions. This form serves as a record of your taxable income for the year. If you're unsure who should provide it, remember to check with all your retirement accounts or investment firms to ensure you receive every necessary form.

If you didn’t receive your IRS 1099-R, the first step is to contact the entity that should have issued it, such as your retirement plan administrator. They may provide a duplicate or explain any issues. Also, you can check your online tax account with the IRS to see if the information is available there. USLegalForms can guide you through the process of retrieving crucial tax documents.

Filing your taxes without your IRS 1099-R is possible but not advisable. This form contains crucial information about your retirement distributions, and missing it could lead to inaccuracies. If you lack your 1099-R, file for an extension while you work to obtain it, or consider seeking assistance from tax professionals or resources such as USLegalForms.

To obtain your IRS 1099-R, you should first check with the financial institution or plan administrator that issued the form. They may provide it online or by mail. If you cannot access it through them, you can request a copy from the IRS directly, though this process can take time. Utilizing platforms like USLegalForms can help streamline your request.

Yes, reporting the IRS 1099-R on your tax return is essential. The IRS requires all income, including distributions from pensions or retirement accounts noted on the 1099-R form, to be reported. Not including this information could lead to delays or penalties. Always consult a tax professional for personalized advice.

While it's possible to file your taxes without your IRS 1099-R form, it is not recommended. Doing so can result in inaccuracies and potential penalties down the line. If you cannot locate your form, consider reaching out to the issuer or using the resources available at USLegalForms to find alternatives.

Yes, your IRS 1099-R will affect your tax return, as it represents income that you must report. This income can impact your overall tax liability and potentially your tax bracket. Ensure you account for it accurately to avoid any issues with the IRS.

Get This Form Now!

Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
If you believe that this page should be taken down, please follow our DMCA take down processhere.

Industry-leading security and compliance

US Legal Forms protects your data by complying with industry-specific security standards.
  • In businnes since 1997
    25+ years providing professional legal documents.
  • Accredited business
    Guarantees that a business meets BBB accreditation standards in the US and Canada.
  • Secured by Braintree
    Validated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.
Get IRS 1099-R
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
IRS 1099-R
This form is available in several versions.
Select the version you need from the drop-down list below.
2021 IRS 1099-R
Select form
  • 2021 IRS 1099-R
  • 2020 IRS 1099-R
  • 2019 IRS 1099-R
  • 2018 IRS 1099-R
  • 2017 IRS 1099-R
  • 2016 IRS 1099-R
  • 2015 IRS 1099-R
  • 2014 IRS 1099-R
  • 2013 IRS 1099-R
  • 2012 IRS 1099-R
  • 2011 IRS 1099-R
  • 2010 IRS 1099-R
  • 2009 IRS 1099-R
Select form