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A 1099-R form is related to tax filing. It is used to show any distributions given out from pensions, IRAs, and annuities. It needs to be used anytime you receive over $10 from these accounts in a tax year. The report will include the financial information so you can include it on your state and federal tax filing forms.
This report should be sent by a bank or financial institution. The 1099-R form should list the gross income from these accounts for the year, and how much of that income is taxable. It will also list any state or federal tax deductions that have been made over the year. If the amount of taxable income is not included, it will need to be calculated manually by the person filing the taxes.
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