Form 1099-R (2023)


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Get your Form 1099-R (2023) in 3 easy steps

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What Is Form 1099-R 2023?

Form 1099-R is used to report the distributions a person gets from pensions, annuities, etc. You should fill out this form if the amount of designated distribution is more than $10. The 1099-R form is filed with other fillable IRS tax forms.

Form 1099-R Screenshot

What Do I Need the Form 1099-R 2023 For?

You should file Form 1099-R to:

  • report a distribution from retirement or profit-sharing plans as well as pensions;
  • if you get IRAs (individual retirement arrangements);
  • in case of the total or permanent disability which is supported by the life insurance agreements;
  • to inform about any other annuities, survivor income benefit plans, etc.

How to Fill Out Form 1099-R in 2023?

To clarify the “what is a 1099-R?” question, we have provided you with the following Form 1099-R instructions so that you can find out how to fill it out online correctly.

  1. In the first field, write the information about the person who pays the distribution.
  2. Fill out both payer’s and recipient’s TINs.
  3. The form should also include the recipient’s name, street address, etc.
  4. After that, fill out the information about the distribution. Gross distribution should be indicated for the total amount, and below, you have to indicate the taxable amount.

Other tax form fields include details about distribution. The account number is written if you fill out several 1099-R for the one recipient or in case you choose the "FATCA filing requirement" box.

Organizations That Work with Form 1099-R 2023

  • The IRS.

Related to 1099-R Form Resources

Form Versions

2022 Fillable Form 1099-R for 2022 tax year Fill Out Form
2021 Fillable Form 1099-R for 2021 tax year Fill Out Form

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Fillable online Form 1099-R (2023)
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