Form 1099-R Template

Use this form to record distributions from pensions, annuities, retirement plans, IRAs, and insurance contracts.

By using this template, you agree to our Template Terms of Use.

Why use a Form 1099-R?

A Form 1099-R helps organize payer, recipient, distribution amounts, taxability, codes, withholding, and state data.

Record distributions

Capture gross distribution, taxable amount, and total distribution details.
Classify payment type

Use distribution codes and IRA, SEP, SIMPLE, and Trump account checkboxes.
Organize tax details

Keep federal, state, and local withholding and distribution fields together.

This template covers payer and recipient details, retirement distribution amounts, codes, withholding, and locality fields.

Payer and recipient details
Fields capture names, addresses, taxpayer IDs, account number, and contact data.
Distribution amounts
Includes gross distribution, taxable amount, capital gain, and other distribution fields.
Contribution and premium fields
Covers employee contributions, Roth contributions, insurance premiums, and securities NUA.
Distribution codes
Includes distribution code fields and IRA, SEP, SIMPLE, and Trump account checkboxes.
Withholding and locality fields
Provides federal, state, and local tax withholding and distribution fields.