Accessing your 1099-R tax statement-2026

1. Click ‘Get Form’ to open the Accessing your 1099-R tax statement in the editor.
2. Begin by filling out Section 1, which requires your Participant Information. Enter your name, Social Security Number (SSN), date of birth, and contact details accurately.
3. In Section 2, attach a copy of your photo I.D. This is essential for identification purposes.
4. Proceed to Section 3 to make your distribution election. Choose between options (A), (B), or (C) based on how you want to handle your funds. Be sure to specify any withholding amounts if applicable.
5. If you selected a rollover option in Section 3, complete Section 4 with the necessary information for direct rollover, including account details and transfer forms.
6. For non-rollover options, fill out Section 5 with the payment method and bank details as required.
7. Complete Section 6 regarding income tax withholding if applicable, and ensure all additional percentages are noted.
8. Finally, sign and date the form in Section 8 before submitting it via mail or fax as indicated at the bottom of the document.

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