Instructions For Forms 1099-R And 5498 - 2015 Page 23
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23Index
Federal income tax withholding
12
Qualified rollover contributions 5,
21
Form 1099-R
1
Qualified settlement income
19
A
Form 5498
17
Account closure, IRA 3,
18
Form 945
12
Alternate payee under QDRO
8
R
Annuity distributions
1–15
Recharacterized IRA contributions 6, 9,
Automatic contribution arrangements
6
G
13,
17
Automatic rollovers 4,
6
Guide to Distribution Codes
15–17
Required minimum distribution 18,
22
Retirement payments
1–15
Revocation, IRA 3,
18
B
RMD 18,
22
I
Beneficiaries
8
RMD amount
22
Inherited IRAs 19,
21
RMD date
22
In-plan Roth rollover (IRR) 2, 9,
15
Rollovers 4–6, 8–10, 12, 13, 17, 18,
21
Insurance contracts 1,
13
C
Roth IRA contributions 18,
21
Involuntary distributions 4,
6
Charitable gift annuities
10
Roth IRA conversions 3, 6, 11, 13, 18,
IRA contributions
17
Combat zones, designated
19
21
IRA distributions 1, 3, 14,
15
Corrected Form 1099-R
8
Roth IRA distributions 3, 11,
13
IRA recharacterizations 3, 6, 10, 13, 17,
Corrected Form 5498
20
18,
21
Corrective distributions
6
IRA revocation 3,
18
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, 17,
21
Loans treated as distributions 4,
7
Death benefit payments
9
SEP distributions 3, 11,
13
Losses, retirement distributions 7,
11
Deemed IRAs
3
Servicemembers' Group Life Insurance
Designated Roth account,
(SGLI) payments
20
contributions
2
SIMPLE contributions 17, 21,
22
M
Designated Roth account, direct
SIMPLE distributions 3, 6, 11,
13
Military death gratuities
20
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, 13, 16,
N
17,
21
T
Net unrealized appreciation 4,
11–13
Disaster relief reporting
19
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
17
P
E
Pension distributions
1–15
Eligible rollover distribution 4, 12,
13
U
Periodic payments
12
Employee contributions, retirement
U.S. Armed Forces, special reporting
19
Permissible withdrawals under section
plan 13,
14
414(w)
8
Employer securities, distributions 7, 9,
Postponed contribution
22
11–13
W
Profit-sharing distributions
1–15
Endowment contracts 2,
21
Withholding
12
Excess deferrals, excess contributions,
Federal income tax
12
corrective distributions of
6
Q
QDRO 4, 6,
8
Qualified HSA funding distributions
1
F
Qualified plan distributions
1–15
Failing ADP or ACP test, corrections
7
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