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Form 1099R issued by ERS for 2017The 1099R is a four part form with instructions on the back of the form. Copy B is to be used in preparing your federal return. Retain Copy C for your records and

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How to fill out form 1099-r issued by

01

To fill out form 1099-R issued by the Internal Revenue Service (IRS), follow these steps:

02

Obtain the official form 1099-R from the IRS website or other reliable sources.

03

Gather all necessary information, such as the recipient's name, address, and Social Security number.

04

Enter the payer's name, address, and federal identification number in the designated fields.

05

Provide the recipient's identifying information, including their name, address, and Social Security number.

06

Enter the distribution information, including the gross amount distributed and the taxable amount.

07

Indicate the distribution code that corresponds to the type of distribution made.

08

Check the appropriate boxes for any special circumstances or exceptions that apply.

09

Sign and date the form.

10

Retain a copy of the completed form for your records.

11

Send Copy A of form 1099-R to the IRS by February 28th, or March 31st if filing electronically.

12

Provide a copy of the form to the recipient by February 1st.

Who needs form 1099-r issued by?

01

Form 1099-R is needed by various entities and individuals, including:

02

- Payers of pensions, annuities, retirement plans, and other similar types of distributions

03

- Recipients of distributions reported on the form

04

- Individuals who need to report their income and tax obligations accurately

05

- The Internal Revenue Service (IRS) for tax compliance and enforcement purposes

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