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Get your 1099-R tax form Sign in to your online account. Go to OPM Retirement Services Online. Click 1099-R Tax Form in the menu to view your most recent tax form. Select a year from the dropdown menu to view tax forms from other years.Click the save or print icon to download or print your tax form.

Get tax Form 5329 from a government agency, a tax preparation service, or you can download it from the IRS website. Once you have the proper form, fill in your personal details including your name, address, and social security number.

Contributions to a Roth IRA aren't deductible (and you don't report the contributions on your tax return), but qualified distributions or distributions that are a return of contributions aren't subject to tax.

File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from: Profit-sharing or retirement plans. Any individual retirement arrangements (IRAs). Annuities, pensions, insurance contracts, survivor income benefit plans.

Form 5498: IRA Contributions Information reports to the IRS your IRA contributions for the year along with other information about your IRA account. Your IRA custodian?not you?is required to file this form with the IRS, usually by May 31. You won't find this form in TurboTax, nor do you file it with your tax return.

This information should be entered on Form 8606 Nondeductible IRAs, Line 6 ONLY IF you took distributions from a Traditional, SEP, or SIMPLE IRA during the current tax year AND you made nondeductible contributions to a traditional IRA in the current tax year or an earlier year.

Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.