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Summary of Federal Form 1099-R Statements - Tax NY

Summary of Federal Form 1099-R Statements - Tax NY-2026

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The document provides instructions for completing New York State Form IT-1099-R, which is required for individuals who received federal Form 1099-R statements showing withholding for New York State, New York City, or Yonkers. It outlines how to fill out the form, including entering personal information, amounts from the 1099-R records, and transferring tax withheld amounts to the appropriate lines on income tax returns. The document emphasizes that the form should not be detached and must be filed as a complete page with the state income tax return.

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Click ‘Get Form’ to open the Summary of Federal Form 1099-R Statements in the editor.
In the top section, enter your name and Social Security number (SSN) or employer identification number (EIN) as shown on your income tax return. If filing jointly, include both names and the primary SSN.
For each federal Form 1099-R received, complete a corresponding Record section. Enter amounts in whole dollars only, following rounding rules: drop amounts below 50 cents and round up from 50 cents.
Fill in Box A with the payer’s name and address, and Box B with their federal identification number as they appear on the federal form. If applicable, mark an X in the Corrected box for any corrected forms.
After completing all records, transfer tax withheld amounts from Box 14 for NY State, Box 17 for NYC or Yonkers to your income tax return as instructed.

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

Box 2a, Taxable Amount: This is the portion of pre-tax money of your Gross Distribution (in Box 1). Any post-tax money distributed would be represented in Box 5. When combined, these two boxes should equal your total distribution in Box 1.

Do you attach 1099-R to a tax return?

n Attach a copy of Forms W-2, W-2G and 2439 to the front of Form 1040. Also attach Forms 1099-R if tax was withheld. n Use the coded envelope included with your tax package to mail your return.

Does adding a 1099-R increase the refund?

In general, a 1099-R distribution would decrease or not affect your return unless you had taxes withheld.

Do I attach 1099-R to NYS tax return?

File Form IT-1099-R as an entire page. Attach this form (IT-1099-R) to your New York State income tax return, Form IT-201, IT-203, or IT-205.

Do I have to report Form 1099-R on my tax return?

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.

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What is the summary of the 1099-R?

Form 1099-R is the Internal Revenue Service form reporting a taxpayers distributions from pensions, annuities, IRAs, insurance contracts, profit-sharing plans and/or retirement plans (including section 457 state and local government plans). The following information may be helpful in interpreting your Form 1099-R.

Can you ignore 1099-R?

received in the current year can be ignored. If you know youll be receiving a Form 1099-R next year with a code P and want to avoid the need to amend a return, include the data in the tax return in the current year with a code 8. You can then ignore Form 1099-R with code P when you receive it a year later.

Summary of Federal Form 1099-R Statements - Tax NY-2026

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