Information Collection

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

IC 16938 under ICR 202107-1545-004 · OMB 1545-0119.

⚠️ Notice: This information collection may be referencing outdated material.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

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	Form
Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	Form
i1099-r_and_5498--2021-00-00.pdf	Instruction
i1099-r_and_5498--2021-00-00.pdf	Instruction
1099-R Distributions From Pensions, Annuities, Retirement or Pr f1099-r--2021-00-00.pdf	Form
1099-R Distributions From Pensions, Annuities, Retirement or Pr f1099-r--2021-00-00.pdf	Form
i1099-general--2021-00-00 (1).pdf General Instructions for Certain Information Returns	IC Document
i1099-general--2021-00-00 (1).pdf General Instructions for Certain Information Returns	IC Document

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 1.6041-2 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:

table that charts list of instruments
Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	1099-R			www.irs.gov/form1099r	Yes	Yes	Fillable Fileable
Instruction				www.irs.gov/form1099r	Yes	No	Printable Only

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records

Title:

FR Citation:

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 %

table that charts list of burden
	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	105,974,100	16,641,100	89,333,000
Annual IC Time Burden (Hours)	46,628,604	7,322,084	39,306,520
Annual IC Cost Burden (Dollars)	0	0	0

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
General Instructions for Certain Information Returns		07/07/2021

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

Something went wrong when downloading this file. If you have any questions, please send an email to [email protected].