Understanding Form 1099-R At its core, Form 1099-R is an IRS document used to report distributions from retirement plans, annuities, profit-sharing plans, IRAs, and insurance contracts.

You might receive this document if you have freelance work, investment income, retirement distributions or other financial ...

Form 1099-R. If you had to take money from your 401 (k) or other retirement accounts, you will have received a 1099-R for the amount taken. This form will also show any tax withheld.

The Mallorys received the Form 1099-R from Monarch Life before the April 15, 2012 filing deadline. The only tax adviser that they paid, Miller, suggested there would be a tax liability.

What clients will be calling about won’t be what’s on their 1099-R form, but rather what’s not on there. While Form 1099-R provides valuable information, it does not paint a full picture.

Here's what to know about the different types of 1099 tax forms, how to confirm you've received all your paperwork, and tips for an easier filing season.

It’s 1099 time so your mailbox may be full of the little tax reports. All that data is going into an IRS computer to be matched against your tax return when you file it. In Didn't Receive A Form ...