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

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-0119 can be found here:

Documents and Forms

Document Name Document Type
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form
1099R-instr.pdf Instruction
1099-R Distributions From Pensions, Annuities, Retirement or Pr 1099-R-pdf.pdf www.irs.gov/form1099r Form
Form_1099-R_PRA_notice_2014.pdf Form 1099-R's PRA notice IC Document
New 2014 brdn_spec.PDF 2014 burden 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:	sc-1545-015

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 26 CFR 1.6047-1(a)

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.	1099-R-pdf.pdf	www.irs.gov/form1099r	Yes	Yes	Fillable Fileable
Instruction			1099R-instr.pdf		Yes	Yes	Fillable Printable

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 7,600	Number of Respondents for Small Entity: 0

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

Percentage of Respondents Reporting Electronically: 97 %

	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	89,333,000	-4,113,700	93,446,700
Annual IC Time Burden (Hours)	37,519,860	-1,727,754	39,247,614
Annual IC Cost Burden (Dollars)	0	0	0

Documents for IC

Title	Document	Date Uploaded
Form 1099-R's PRA notice	Form_1099-R_PRA_notice_2014.pdf	10/20/2014
2014 burden	New 2014 brdn_spec.PDF	10/21/2014

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