Home
Forms Library
1099 r instructions 2018

Irs form 1099 r instructions-2025

1099 r instructions 2018 Preview on Page 1

See details

4.4 out of 5

117 votes

The document provides detailed instructions for completing Forms 1099-R and 5498, which are used to report distributions from pensions, annuities, retirement plans, and IRAs. It outlines the requirements for reporting various types of distributions, including new regulations regarding recharacterizations of IRA conversions made after 2017, special rules for disaster distributions, and the reporting of death benefits. The document also includes information on who must file these forms, when to file them, and specific codes to use for different types of distributions.

Here's how it works

01. Edit your 1099 r instructions 2018 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send when a taxpayer receives form 1099 r with no amount entered in box 2a and code 7 entered in box 7 via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out IRS Form 1099-R instructions with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by entering the recipient's information in the designated fields, including their name, address, and taxpayer identification number (TIN).
In Box 1, report the total gross distribution amount before any deductions. Ensure this includes all relevant distributions such as pensions and annuities.
For Box 2a, enter the taxable amount of the distribution. If you cannot determine this amount, leave it blank and check the 'Taxable amount not determined' box in Box 2b.
Fill in Box 7 with the appropriate distribution code(s) that correspond to the type of distribution being reported. Refer to the guide for correct codes.
Review all entries for accuracy before saving your changes. Utilize our platform’s features to easily modify or sign your document as needed.

Start using our platform today to simplify your IRS Form 1099-R completion process!

See more irs form 1099 r instructions versions

We've got more versions of the irs form 1099 r instructions form. Select the right irs form 1099 r instructions version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.8 Satisfied (36 Votes)
2022	4.8 Satisfied (58 Votes)
2021	4.8 Satisfied (32 Votes)
2020	4.3 Satisfied (218 Votes)
2019	4.3 Satisfied (167 Votes)
2018	4.4 Satisfied (117 Votes)
2017	4.4 Satisfied (138 Votes)
2016	4.3 Satisfied (117 Votes)
2015	4 Satisfied (37 Votes)
2014	4.4 Satisfied (53 Votes)
2013	4 Satisfied (38 Votes)
2012	4 Satisfied (26 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Where do I enter a 1099s on my tax return?

Personal Use. If youre reporting Form 1099-S because you sold your primary residence, then youll report the sale of the home on Form 8949 and Schedule D. If youre reporting Form 1099-S because you sold a timeshare or vacation home, then youll also report the sale on Form 8949 and Schedule D.

How do I determine the taxable amount on a 1099-R?

Generally, the issuer of the 1099-R will have an amount listed in Box 2a for the taxable amount. If no amount is listed, you will need to determine the amount yourself. If this is a Roth Distribution that has been held for 5 or more years and you are withdrawing the contributions only, enter $0 for Box 2a.

Do I have to include my 1099-R with my tax return?

If your Form 1099-R shows tax withholding, TurboTax automatically includes the details of the Form 1099-R in your e-filing. If there is no tax withholding shown, there is no requirement to provide a copy of the Form 1099-R.

Do you have to claim 1099-R on taxes?

Youll most likely report amounts from Form 1099-R as ordinary income on line 4b and 5b of the Form 1040. The 1099-R form is an informational return, which means youll use it to report income on your federal tax return. If the form shows federal income tax withheld in Box 4, attach a copy Copy Bto your tax return.

Do I need to report 1099-R if taxable amount is zero?

If you see a (zero) in Box 2a of your 1099-R, the entire distribution amount in Box 1 is nontaxable. If this is a Roth Distribution that has been held for 5 or more years and you are withdrawing the contributions only, report zero for Box 2a.

Do I have to pay taxes on a 1099-R inheritance?

When a taxpayer receives a distribution from an inherited IRA, they should receive from the financial instruction a 1099-R, with a Distribution Code of 4 in Box 7. This gross distribution is usually fully taxable to the beneficiary/taxpayer unless the deceased owner had made non-deductible contributions to the IRA.

What happens if I dont claim my 1099-R?

If you receive a Form 1099-R and do not report the distribution on your tax return, the IRS will likely send you a CP2000, Underreported Income notice. This IRS notice will propose additional tax, penalties and interest on your distributions and any other unreported income.

Can I file my taxes without my 1099-R?

Form 4852 serves as a substitute for Form W-2, Form W-2c, and Form 1099-R (original or corrected), and is completed by taxpayers or their representatives when: Their employer or payer does not give them a Form W-2 or Form 1099-R.

Irs form 1099 r instructions-2025

Here's how it works

How to use or fill out IRS Form 1099-R instructions with our platform