Summary of Federal Form 1099R Statements - tax ny 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the taxpayer’s ID number (SSN or EIN) and name at the top of the form. If applicable, include your spouse’s information as well.
3. For each 1099-R Record section, mark an X in the box that indicates whether the recipient is you, your spouse, or an estate or trust.
4. In Box a and Box b, input the payer’s name and address along with their federal identification number as shown on your federal Form 1099-R.
5. Fill in the corresponding amounts from your federal Form 1099-R into each numbered box on the IT-1099-R form. Ensure accuracy for boxes like Gross Distribution and Taxable Amount.
6. If any record is a corrected form, mark an X in the Corrected (1099-R) box.
7. Once completed, save your document and follow instructions to attach it to your New York State income tax return.

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