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Get IRS 1099-R 2021-2022

721 U.S. Civil Service Retirement Benefits Pub. 939 General Rule for Pensions and Annuities Pub. 969 HSAs and Other Tax-Favored Health Plans For Payer Copy D To complete Form 1099-R use The 2018 Instructions for Forms 1099-R and 5498. 1220. The IRS does not provide a fill-in form option for Copy A. Need help If you have questions about reporting on Form 1099-R call the information reporting customer service site toll free at 866-455-7438 or 304-263-8700 not toll free. Code s Street address including apt. no. Copy A File with Form 1096. 5 Employee contributions/ RECIPIENT S name 1099-R Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts etc. IRA/ SEP/ SIMPLE 8 Other City or town state or province country and ZIP or foreign postal code 9a Your percentage of total 10 Amount allocable to IRR within 5 years 11 1st year of desig. 14 State distribution 15 Local tax withheld 16 Name of locality 17 Local distribution www.irs.gov/Form1099R Do Not Cut or Separate Forms on This Page 9b Total employee contributions Department of the Treasury - Internal Revenue Service State City or Local Tax Department Copy 1 CORRECTED if checked This information is being furnished to the IRS. Report this income on your federal tax return. If this form shows tax withheld in box 4 attach this copy to your return. Copy B Generally distributions from retirement plans IRAs qualified plans section 403 b plans and governmental section 457 b plans insurance contracts etc. are reported to recipients on Form 1099-R. Qualified plans and section 403 b plans. Attention Copy A of this form is provided for informational purposes only. Copy A appears in red similar to the official IRS form* The official printed version of Copy A of this IRS form is scannable but the online version of it printed from this website is not. Do not print and file copy A downloaded from this website a penalty may be imposed for filing with the IRS information return forms that can t be scanned* See part O in the current General Instructions for Certain Information Returns available at www*irs*gov/form1099 for more information about penalties. Please note that Copy B and other copies of this form which appear in black may be downloaded and printed and used to satisfy the requirement to provide the information to the recipient. To order official IRS information returns which include a scannable Copy A for filing with the IRS and all other applicable copies of the form visit www. IRS*gov/orderforms. Click on Employer and Information Returns and we ll mail you the forms you request and their instructions as well as any publications you may order. Electronically FIRE system visit www. IRS*gov/FIRE or the IRS Affordable Care Act See IRS Publications 1141 1167 and 1179 for more information about printing these tax forms. VOID CORRECTED OMB No* 1545-0119 1 Gross distribution PAYER S name street address city or town state or province country ZIP or foreign postal code and phone no. 2a Taxable amount Form not determined PAYER S TIN Total distribution 3 Capital gain included in box 2a RECIPIENT S TIN 4 Federal income tax withheld Internal Revenue Service Center 6 Net unrealized appreciation in employer s securities Designated Roth contributions or insurance premiums For Privacy Act and Paperwork Reduction Act Notice see the 2018 General Certain Information Returns.

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