Form 1099-R

Form 1099-RWhat is Form 1099-R?

IRS Form 1099-R is titled Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. This form reports all distributions and tax withholding that is distributed from a retirement plan during a calendar year.

What are the deadlines associated with Form 1099-R?

The plan sponsor must provide each participant and beneficiary that received a distribution in excess of $10 with their 1099-R by January 31st of the year following the calendar year the distribution was made. The plan sponsor can file a hardcopy of Form 1099-R with the IRS no later than February 28th. If the plan sponsor would prefer to file the form electronically, the deadline is extended to March 31st. Find the form and other helpful information on the IRS website:,-Distributions-From-Pensions,-Annuities,-Retirement-or-Profit-Sharing-Plans,-IRAs,-Insurance-Contracts,-etc.

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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