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Always Be in Good Form! Tips for Filing IRS Form 1099-R

May 30, 2023 (3 min read)

Managers of profit-sharing or retirement plans, IRAs, annuities, pensions, and other similar plans must be mindful of reporting obligations to the IRS. Learn more about how to complete, file, and amend IRS Form 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.). This practice note contains a sample fact pattern replete with analysis and calculations for a full distribution to assist the practitioner in the preparation and analysis of the form.

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