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Strategic Update: Ideas, news and tips from Pension Strategies February 2016In this issue: Automatic Enrollment 401(k) Testing Time Form 1099R Upcoming DeadlineIncrease Plan Participation with Automatic

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How to fill out form 1099-r - pension

01

To fill out Form 1099-R - pension, follow these steps:

02

Begin by entering your name, address, and Social Security number in the designated spaces.

03

Next, provide the payer's information, including their name, address, and identification number.

04

Specify the recipient's identification number and address.

05

Indicate the distribution code that corresponds to the type of distribution received from the pension plan.

06

Enter the total distribution amount in box 1 and the taxable amount in box 2a.

07

Fill in any applicable federal income tax withheld in box 4.

08

If any state income tax was withheld, enter that amount in box 15.

09

Provide any additional information required in boxes 7-11, if applicable.

10

Sign and date the form.

11

Submit copies to the recipient, the payer, and file the form with the IRS as instructed.

Who needs form 1099-r - pension?

01

Form 1099-R - pension is needed by individuals who received distributions from a pension plan during the tax year.

02

Pension plan administrators, financial institutions, and other entities that made payments of pension or annuity income to recipients should also file this form to report these distributions to the IRS.

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