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Get the free Getting your Form 1099-R - ERS - Texas.gov

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Fall/Winter 2011RetirementWise Texas Municipal Retirement System Providing Retirement Security for Texas Municipal EmployeesServing up Security Diversification Continues Endear Tax Information Coming
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How to fill out getting your form 1099-r

01
Gather all your financial information and paperwork, including any 1099-R forms you have received.
02
Review the information on the form to ensure it is accurate.
03
Enter the details from the form into the appropriate sections of your tax return.
04
Double-check all the information before submitting your tax return to the IRS.

Who needs getting your form 1099-r?

01
Anyone who has received distributions from a retirement plan, profit-sharing, annuity, IRA, insurance contract, or other similar sources may need to fill out a form 1099-R.
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Form 1099-R is a tax form used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, or mutual funds.
Financial institutions that make distributions to individuals, estates, or trusts during the calendar year.
You will need to include information such as the recipient's name, address, taxpayer identification number, distribution amount, and any federal income tax withheld.
The purpose of Form 1099-R is to report distributions from retirement or retirement-related accounts for tax purposes.
Information such as the gross distribution amount, federal income tax withheld, and any distributions related to an IRA or qualified retirement plan.
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