Tax Forms 1099-R and 5498  
Forms 1099-R and 5498 - Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

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Forms 1099-R and 5498

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Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.. Forms 1099-R.
IRA Contribution Information. Form 5498
.

Use Forms 1099-R , Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for:   

-- 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 IRAs, annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.

Also, report on Form 1099-R death benefit payments made by employers that are not made as part of a pension, profit-sharing, or retirement plan. See box 1 on page R-6.

Reportable disability payments made from a retirement plan must be reported on Form 1099-R.

 


From Fedforms.Gov:
"Payers of distributions from profit-sharing or retirement plans, IRAs, annuities (including charitable gifts), pensions, insurance contracts (including disability payments), survivor benefit plans, etc., use Form 1099-R to report amounts of $10 or more."

"Maintainers of individual retirement arrangements use Form 5498 to report information on each person's IRA."


DOWNLOAD Forms 1099-R and 5498

This form may be downloaded directly from the IRS website. To open or download, in PDF format, simply click on the link below:

Forms 1099-R and 5498

 



 

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