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Guide To Your USA Life Insurance CompanyForms 1099INT and 1099R For Tax Year 2017USAA is committed to providing accuracy in reporting tax information related to your life insurance and annuity contracts
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How to fill out forms 1099-int and 1099-r
How to fill out forms 1099-int and 1099-r
01
To fill out Form 1099-INT:
02
Obtain the official Form 1099-INT from the IRS website or a tax software program.
03
Enter your name and contact information in the appropriate fields.
04
Provide the recipient's name, address, and taxpayer identification number (TIN) or Social Security number (SSN).
05
Report the interest income in Box 1. Include any bond premium amortization in Box 11.
06
Enter any federal income tax withheld in Box 4.
07
If applicable, report any tax-exempt interest in Box 8.
08
Sign and date the form.
09
To fill out Form 1099-R:
10
Obtain the official Form 1099-R from the IRS website or a tax software program.
11
Fill in your name and contact information.
12
Provide the recipient's details, including their name, address, and TIN or SSN.
13
Enter the distribution information in Boxes 1 to 9. This includes the gross distribution, taxable amount, and any federal income tax withheld.
14
Indicate the type of distribution using the appropriate distribution codes.
15
If applicable, report any federal income tax withheld in Box 4.
16
Sign and date the form.
Who needs forms 1099-int and 1099-r?
01
Forms 1099-INT and 1099-R are needed by financial institutions, such as banks and credit unions, who have paid interest income or distributed retirement account earnings to individuals or entities.
02
Individuals who have received interest income or distributions from retirement accounts may also need these forms to report the income on their tax returns.
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