Form 1099-R - Distributions From Pensions, Annuities, Retirement - 2012 Page 9
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11You will need this information if you use the 10-year tax option (Form
Instructions for Recipient (Continued)
4972). If charges were made for qualified long-term care insurance
E—Distributions under Employee Plans Compliance Resolution
contracts under combined arrangements, the amount of the reduction
System (EPCRS).
in the investment (but not below zero) in the annuity or life insurance
F—Charitable gift annuity.
contract is reported here.
G—Direct rollover of a distribution (other than a designated Roth
Box 9a. If a total distribution was made to more than one person, the
account distribution) to a qualified plan, a section 403(b) plan, a
percentage you received is shown.
governmental section 457(b) plan, or an IRA.
Box 9b. For a life annuity from a qualified plan or from a section 403
H—Direct rollover of a designated Roth account distribution to a Roth
(b) plan (with after-tax contributions), an amount may be shown for the
IRA.
employee’s total investment in the contract. It is used to compute the
J—Early distribution from a Roth IRA, no known exception (in most
taxable part of the distribution. See Pub. 575.
cases, under age 59½).
Box 10. If an amount is reported in this box, see the instructions for
L—Loans treated as distributions.
Form 5329 and Pub. 575.
N—Recharacterized IRA contribution made for 2012 and
Box 11. The 1st year you made a contribution to the designated Roth
recharacterized in 2012.
account reported on this form is shown in this box.
P—Excess contributions plus earnings/excess deferrals (and/or
Boxes 12—17. If state or local income tax was withheld from the
earnings) taxable in 2011.
distribution, boxes 14 and 17 may show the part of the distribution
Q—Qualified distribution from a Roth IRA.
subject to state and/or local tax.
R—Recharacterized IRA contribution made for 2011 and
recharacterized in 2012.
Additional information. You may want to see:
S—Early distribution from a SIMPLE IRA in first 2 years, no known
Form W-4P, Withholding Certificate for Pension or Annuity Payments,
exception (under age 59½).
Form 4972, Tax on Lump-Sum Distributions,
T—Roth IRA distribution, exception applies.
Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and
U—Dividend distribution from ESOP under sec. 404(k).
Other Tax-Favored Accounts,
Note. This distribution is not eligible for rollover.
Form 8606, Nondeductible IRAs,
Pub. 560, Retirement Plans for Small Business (SEP, SIMPLE, and
W—Charges or payments for purchasing qualified long-term care
Qualified Plans),
insurance contracts under combined arrangements.
Pub. 571, Tax-Sheltered Annuity Plans (403(b) Plans),
If the IRA/SEP/SIMPLE box is checked, you have received a
Pub. 575, Pension and Annuity Income,
traditional IRA, SEP, or SIMPLE distribution.
Pub. 590, Individual Retirement Arrangements (IRAs),
Box 8. If you received an annuity contract as part of a distribution,
the value of the contract is shown. It is not taxable when you receive it
Pub. 721, Tax Guide to U.S. Civil Service Retirement Benefits,
and should not be included in boxes 1 and 2a. When you receive
Pub. 939, General Rule for Pensions and Annuities,
periodic payments from the annuity contract, they are taxable at that
Pub. 969, Health Savings Accounts and Other Tax-Favored Health
time. If the distribution is made to more than one person, the
Plans.
percentage of the annuity contract distributed to you is also shown.
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