Instructions For Forms 1099-R And 5498 - Distributions From Pensions, Annuities, Retirement Or Profit-Sharing Plans, Iras, Insurance Contracts, Etc. And Ira Contribution Information - 2016 Page 24

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Index
Federal income tax withholding
12
Qualified rollover contributions 5,
22
Form 1099-R
1
Qualified settlement income
20
A
Form 5498
18
Account closure, IRA 3,
19
Form 945
12
Alternate payee under QDRO
9
R
Annuity distributions
1–15
Recharacterized IRA contributions 6, 9,
Automatic contribution arrangements
6
G
13,
18
Automatic rollovers 4,
6
Guide to Distribution Codes
16–18
Required minimum distribution 19,
23
Retirement payments
1–15
Revocation, IRA 3,
19
B
RMD 19,
23
I
Beneficiaries
8
RMD amount
23
Inherited IRAs 20,
22
RMD date
23
In-plan Roth rollover (IRR) 2, 9,
15
Rollovers 4–6, 8–10, 12, 14, 18, 19,
22
Insurance contracts 1,
14
C
Roth IRA contributions 19,
22
Involuntary distributions 4,
6
Charitable gift annuities
10
Roth IRA conversions 3, 6, 11, 13, 19,
IRA contributions
18
Combat zones, designated
20
22
IRA distributions 1, 3,
15
Corrected Form 1099-R
8
Roth IRA distributions 3, 11,
13
IRA recharacterizations 3, 6, 10, 13, 18,
Corrected Form 5498
21
19,
22
Corrective distributions
6
IRA revocation 3,
19
Cost of current life insurance
S
protection
10
Section 1035 exchange 2, 6,
9
Section 402(f) notice
5
L
Section 404(k) dividends
2
Life insurance contract distributions
2
D
SEP contributions 3, 11, 18, 22,
23
Loans treated as distributions 4,
7
Death benefit payments
9
SEP distributions 3, 11,
14
Losses, retirement distributions 7,
11
Deemed IRAs
3
Servicemembers' Group Life Insurance
Designated Roth account,
(SGLI) payments
21
contributions
2
SIMPLE contributions 18, 22,
23
M
Designated Roth account, direct
SIMPLE distributions 3, 6, 11,
14
Military death gratuities
21
rollover 4,
5
State and local information
15
Military retirement
1
Designated Roth account,
Statements to recipients/participants
9
distributions 9, 10,
15
Direct rollovers 4–6, 8, 10, 12, 14, 17,
N
18,
22
T
Net unrealized appreciation 4, 11, 12,
14
Disaster relief reporting
20
Taxable amount, retirement
Nonperiodic distributions
12
Disclaimer of an IRA
8
distributions
10
Nonqualified plan distributions
2
Distributions under EPCRS
7
Transfers:
Nonresident aliens
9
DVECs
3
Form 1099-R
6
Form 5498
18
P
E
Pension distributions
1–15
Eligible rollover distribution 4, 12,
14
U
Periodic payments
12
Employee contributions, retirement
U.S. Armed Forces, special reporting
20
Permissible withdrawals under section
plan 13,
15
414(w)
8
Employer securities, distributions 7,
Postponed contribution
23
10–12,
14
W
Profit-sharing distributions
1–15
Endowment contracts 2,
22
Withholding
12
Excess deferrals, excess contributions,
Federal income tax
12
corrective distributions of
6
Q
QDRO 4, 6,
9
Qualified HSA funding distributions
1
F
Qualified plan distributions
1–15
Failing ADP or ACP test, corrections
7
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