Form 1099-R – Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

1099-R Forms are used to report distributions from  annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts and/or pensions.

Due Dates for Form 1099-R

To Internal Revenue Service

Paper: February 28

E-File: March 31

To State Agency

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To Recipient

January 31

March 15 for reporting by trustees and middlemen of WHFITs.

* If date shown falls on a Saturday, Sunday or legal holiday, the due date is the next business day.

Federal E-Filing Requirements for Form 1099-R

Any person, including a corporation, partnership, individual, estate, and trust, who is required to file 250 or more information returns must file such returns electronically. The 250 or more requirement applies separately for each type of return and separately to each type of corrected return. For example, if you must file 100 Forms 1099-B and 300 Forms 1099-INT, Forms 1099-B need not be filed electronically since they do not meet the threshold of 250. However, Forms 1099-INT must be filed electronically since they meet the threshold of 250.

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