Form 1099-R - Distributions From Pensions, Annuities, Retirement Or Profit-Sharing Plans, Iras, Insurance Contracts, Etc. - 2017

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CORRECTED (if checked)
Distributions From
PAYER’S name, street address, city or town, state or province,
1 Gross distribution
OMB No. 1545-0119
Pensions, Annuities,
country, and ZIP or foreign postal code
Retirement or
2017
$
Profit-Sharing
2a Taxable amount
Plans, IRAs,
Insurance
Contracts, etc.
1099-R
$
Form
Copy B
2b Taxable amount
Total
not determined
distribution
Report this
income on your
PAYER’S federal identification
RECIPIENT’S identification
3 Capital gain (included
4
Federal income tax
in box 2a)
withheld
federal tax
number
number
return. If this
form shows
$
$
federal income
RECIPIENT’S name
5
6 Net unrealized
Employee contributions
tax withheld in
/Designated Roth
appreciation in
box 4, attach
contributions or
employer’s securities
this copy to
insurance premiums
your return.
$
$
Street address (including apt. no.)
7 Distribution
IRA/
8 Other
SEP/
This information is
code(s)
SIMPLE
being furnished to
$
%
the Internal
9b
9a
Total employee contributions
City or town, state or province, country, and ZIP or foreign postal code
Your percentage of total
Revenue Service.
distribution
$
%
10
11 1st year of
12
13 State/Payer’s state no. 14 State distribution
Amount allocable to IRR
FATCA filing
State tax withheld
requirement
within 5 years
desig. Roth contrib.
$
$
$
$
$
Account number (see instructions)
15
16 Name of locality
17 Local distribution
Local tax withheld
$
$
$
$
1099-R
Form
Department of the Treasury - Internal Revenue Service

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