topic Re: What is 1099-R? in Retirement tax questions

What is 1099-R?

slw907 — Mon, 09 Mar 2026 11:04:08 GMT

my retirement plan is Social Security

Re: What is 1099-R?

VolvoGirl — Tue, 12 Apr 2022 01:09:57 GMT

Social Security is on a SSA-1099 .

Try going to the search box and type in SSA-1099 or Social Security Benefits. That will give you a Jump To link to take you directly to it.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

Re: What is 1099-R?

JillS56 — Tue, 12 Apr 2022 01:20:49 GMT

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.