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⚠️ Notice: This information collection may be referencing outdated material.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

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--2021-00-00.pdf www.irs.gov/form1099r Instruction
i1099-r_and_5498--2021-00-00.pdf www.irs.gov/form1099r Instruction
1099-R Distributions From Pensions, Annuities, Retirement or Pr f1099-r--2021-00-00.pdf www.irs.gov/form1099r Form
1099-R Distributions From Pensions, Annuities, Retirement or Pr f1099-r--2021-00-00.pdf www.irs.gov/form1099r 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

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 1.6041-2 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--2021-00-00.pdf	www.irs.gov/form1099r	Yes	Yes	Fillable Fileable
Instruction			i1099-r_and_5498--2021-00-00.pdf	www.irs.gov/form1099r	Yes	No	Printable Only

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	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 %

	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

Title	Document	Date Uploaded
General Instructions for Certain Information Returns	i1099-general--2021-00-00 (1).pdf	07/07/2021

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