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Department of Revenue Services State of Connecticut (Rev. 12/23)Form CT4852Substitute for Form W2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or ProfitSharing

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How to fill out or form 1099r distributions

01

Gather all necessary information such as name, address, SSN or TIN of the recipient.

02

Report the total distribution amount in box 1 of Form 1099-R.

03

Indicate the taxable amount in box 2a, if applicable.

04

Fill in any federal income tax withheld in box 4.

05

Complete the payer's information in box 13.

06

Submit the form to the recipient and the IRS by the deadline.

Who needs or form 1099r distributions?

01

Employers who have made distributions of $10 or more from pensions, annuities, retirement plans, IRAs, or insurance contracts need to fill out Form 1099-R.

02

Financial institutions, insurance companies, and government agencies also need to issue Form 1099-R to report distributions.

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What is or form 1099r distributions?

Form 1099-R is a tax form used to report distributions from pensions, annuities, retirement plans, and other similar financial instruments.

Who is required to file or form 1099r distributions?

Payers of retirement distributions, which can include employers, financial institutions, and insurance companies, are required to file Form 1099-R for recipients who receive distributions.

How to fill out or form 1099r distributions?

To fill out Form 1099-R, you need to include the payer's information, recipient's information, distribution amount, distribution code, and other relevant details specific to the transaction.

What is the purpose of or form 1099r distributions?

The purpose of Form 1099-R is to ensure that the IRS is informed of any taxable distributions made to individuals from retirement accounts, so that the recipients can report the income accurately.

What information must be reported on or form 1099r distributions?

Form 1099-R must report the payer's identification number, recipient's name and Social Security number, distribution amount, tax withheld, distribution code, and other necessary details related to the payment.

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