Form preview

Get the free 2020 Form 1099-R - Internal Revenue Service

Get Form
Attention: Copy A of this form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. The official printed version of Copy A of this IRS form is scalable,
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 2020 form 1099-r

Edit
Edit your 2020 form 1099-r form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 2020 form 1099-r form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 2020 form 1099-r online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps:
1
Check your account. It's time to start your free trial.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit 2020 form 1099-r. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 2020 form 1099-r

Illustration

How to fill out 2020 form 1099-r

01
To fill out the 2020 form 1099-R, you need to follow these steps:
02
Obtain the Form 1099-R from the IRS website or request a copy from the payer.
03
Enter the payer's information in Box 1.
04
Provide the recipient's identification number in Box 2.
05
Enter the recipient's name and address in Box 3.
06
Fill in the distribution code in Box 7.
07
Enter the distribution amount in Boxes 1 and 2a or 2b, depending on the type of distribution.
08
Include any taxable amount in Box 2a or 2b if applicable.
09
If federal income tax was withheld, enter the amount in Box 4.
10
Complete any other applicable boxes and sections as instructed by the IRS.
11
Keep a copy of the form for your records and submit the required copies to the IRS and recipient.

Who needs 2020 form 1099-r?

01
The 2020 form 1099-R is required for anyone who made distributions of $10 or more from pensions, annuities, retirement plans, or similar accounts.
02
It is also necessary for anyone who withheld federal income tax from the distribution or made an early distribution from an IRA or retirement plan.
03
Essentially, anyone who made taxable distributions or withheld taxes from retirement accounts in 2020 needs to file the form 1099-R.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
29 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The editing procedure is simple with pdfFiller. Open your 2020 form 1099-r in the editor. You may also add photos, draw arrows and lines, insert sticky notes and text boxes, and more.
2020 form 1099-r can be edited, filled out, and signed with the pdfFiller Google Chrome Extension. You can open the editor right from a Google search page with just one click. Fillable documents can be done on any web-connected device without leaving Chrome.
You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your 2020 form 1099-r in minutes.
Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.
Payers who make distributions from pensions, annuities, retirement plans, or IRAs are required to file Form 1099-R.
To fill out Form 1099-R, you need to provide information on the payer, recipient, distribution, and codes that describe the type of distribution.
The purpose of Form 1099-R is to report distributions made from retirement accounts or plans, which may be taxable to the recipient.
Form 1099-R requires reporting on the recipient's identification, distribution amounts, taxable amounts, and any federal income tax withheld.
Fill out your 2020 form 1099-r online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.