Information Collection

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

IC 16938 under ICR 202408-1545-012 · OMB 1545-0119.

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
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:

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	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

Federal Enterprise Architecture Business Reference Module

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records

Title: Treasury/IRS 22.061âInformation Return Master File (IRMF); Treasury/IRS 24.030-Customer Account Data Engine Master File; and IRS 34.037âIRS 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 %

table that charts list of burden
	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

table that charts IC Documents
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.