Form 1099-R - Distributions From Pensions, etc.

Greg Hatfield Updated by Greg Hatfield

See the specific instructions for Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs,Insurance Contracts, etc.

See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098.

To fill in Form 1096 using this data, select FORM 1096 from the Module Library list. Select the desired forms to import from the Import 1099/1098 menu on the Form 1096 screen.

To print Form 1099-R, select PRINT W-2/1099/1098 from the Module Library list, or, when a form is open, select the “Print” icon. See the Print Forms screen for further printing details.

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