Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation if you received a distribution of $10 or more from your retirement plan. Form 1099-R
Do you have an IRA or an Annuity? Form 1099-R is also used when you take a distribution from one of these types of accounts.
