Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Documents and Forms

Document Name Document Type
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form
i1099-r_and_5498--2024-00-00.pdf www.irs.gov/form1099r Instruction
1099-R Distributions From Pensions, Annuities, Retirement or Pr f1099-r--2025-00-00.pdf www.irs.gov/form1099r Form
i1099-general--2024-00-00 (2).pdf General Instructions for Certain Information Returns IC Document

Information Collection (IC) Details

View Information Collection (IC)

IC Title:	Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 26 CFR 1.6041-2 26 CFR 1.402(e)-14 26 CFR 1.408-7 26 CFR 1.6047-1(a) 26 CFR 35.3405-1

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	1099-R	Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	f1099-r--2025-00-00.pdf	www.irs.gov/form1099r	Yes	Yes	Fillable Fileable
Instruction			i1099-r_and_5498--2024-00-00.pdf	www.irs.gov/form1099r	Yes	No	Printable Only

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title: Treasury/IRS 22.061–Information Return Master File (IRMF); Treasury/IRS 24.030-Customer Account Data Engine Master File; and IRS 34.037–IRS Audit Trail and Security Records System	FR Citation: 83 FR 42980

Number of Respondents: 8,000	Number of Respondents for Small Entity: 0

Affected Public: Private Sector	Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 97 %

	Requested	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	115,703,400	9,729,300	105,974,100
Annual IC Time Burden (Hours)	50,909,496	4,280,892	46,628,604
Annual IC Cost Burden (Dollars)	0	0	0

Documents for IC

Title	Document	Date Uploaded
General Instructions for Certain Information Returns	i1099-general--2024-00-00 (2).pdf	10/16/2024

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.