Form 1099-R - Distributions From Pensions, Annuities, Retirement Or Profit-Sharing Plans, Iras, Insurance Contracts, Etc. - 2016 Page 2

ADVERTISEMENT

VOID
CORRECTED
9898
Distributions From
PAYER’S name, street address, city or town, state or province,
1 Gross distribution
OMB No. 1545-0119
country, and ZIP or foreign postal code
Pensions, Annuities,
Retirement or
2016
$
Profit-Sharing
2a Taxable amount
Plans, IRAs,
Insurance
1099-R
Contracts, etc.
$
Form
2b Taxable amount
Total
Copy A
not determined
distribution
For
PAYER’S federal identification
RECIPIENT’S identification
3 Capital gain (included
4
Internal Revenue
Federal income tax
in box 2a)
withheld
number
number
Service Center
File with Form 1096.
$
$
RECIPIENT’S name
5
6 Net unrealized
Employee contributions
For Privacy Act
/Designated Roth
appreciation in
contributions or
employer’s securities
and Paperwork
insurance premiums
Reduction Act
$
$
Notice, see the
2016 General
Street address (including apt. no.)
7 Distribution
IRA/
8 Other
SEP/
Instructions for
code(s)
SIMPLE
Certain
$
%
Information
9b
9a
Total employee contributions
City or town, state or province, country, and ZIP or foreign postal code
Your percentage of total
Returns.
distribution
$
%
10
11 1st year of
12
13 State/Payer’s state no. 14 State distribution
Amount allocable to IRR
FATCA filing
State tax withheld
requirement
within 5 years
desig. Roth contrib.
$
$
$
$
$
Account number (see instructions)
15
16 Name of locality
17 Local distribution
Local tax withheld
$
$
$
$
1099-R
Form
Cat. No. 14436Q
Department of the Treasury - Internal Revenue Service
Do Not Cut or Separate Forms on This Page
Do Not Cut or Separate Forms on This Page

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial