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8401 United Plaza Boulevard Baton Rouge, LA 70809 225-925-6446 Date: January 25, 2012, Contact: Lisa Honor, Ph.D. Public Information Director 225-925-6446, ext. 6109 1099-R forms have been mailed
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How to fill out 1099-r forms have been:

01
Gather all necessary information such as your name, address, and tax identification number (TIN).
02
Identify the payer's information, including their name, address, and TIN.
03
Fill out Box 1 to report the total taxable amount of distributions from pensions, annuities, profit-sharing plans, or IRAs.
04
Complete Box 2a to report the total amount of federal income tax withheld from your distributions.
05
Use Box 4 to report the federal income tax withheld from your distributions if it differs from Box 2a.
06
Include any additional information required in the other boxes, such as investment in the contract, disability codes, or contributions.
07
Provide a description of the type of distribution in Box 7, such as a normal distribution, early distribution, or rollover.
08
Sign and date the form before sending it to the recipient and the IRS.

Who needs 1099-r forms have been:

01
Individuals who received a distribution of $10 or more from a pension, annuity, profit-sharing plan, or IRA during the tax year need to file a 1099-R form.
02
Those who had federal income tax withheld from their distributions also need to report it on the form.
03
Anyone who received a distribution as a beneficiary or an alternate payee should also file a 1099-R.
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1099-R forms are used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.
Anyone who makes distributions of $10 or more from retirement accounts and certain insurance products must file 1099-R forms.
You can fill out 1099-R forms by providing the recipient's information, the distribution amount, type of plan, and any applicable codes.
The purpose of 1099-R forms is to report distributions from retirement or insurance products to both the IRS and the recipient.
Information such as the recipient's name, address, SSN, distribution amount, type of plan, and any applicable distribution codes must be reported on 1099-R forms.
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