Scannable 1099 form-2026

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The document is a guide from the New York State Department of Taxation and Finance regarding the completion and filing of Form IT-1099-R, which is required for taxpayers who received federal Form 1099-R statements showing withholding for New York State, New York City, or Yonkers. It provides detailed instructions on how to fill out the form, including information about taxpayer identification, payer details, and distribution amounts. The document emphasizes that all records must be filed as a complete page without detaching any sections.

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Click ‘Get Form’ to open the scannable 1099 form in the editor.
Begin by entering the Taxpayer’s ID number (SSN or EIN) and name in the designated fields. If applicable, include your spouse’s name and social security number.
In the 1099-R Record section, mark an X in the box that corresponds to whether the recipient is you, your spouse, or an estate/trust.
Fill in Box a with the payer’s name and full address, followed by their federal identification number in Box b.
Complete Boxes 1 through 17 as per the information provided on your federal Form 1099-R. Ensure accuracy for amounts and codes.
Review all entries for correctness before saving your completed form. Remember not to detach any records from this page.

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Versions	Form popularity	Fillable & printable
2023	4.3 Satisfied (46 Votes)
2022	4.7 Satisfied (43 Votes)
2021	4.8 Satisfied (97 Votes)
2020	4.1 Satisfied (31 Votes)
2019	4.3 Satisfied (191 Votes)
2018	4.1 Satisfied (73 Votes)
2017	4.4 Satisfied (242 Votes)
2011	4 Satisfied (24 Votes)
2010	4.3 Satisfied (141 Votes)