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Federal forms, ICRs, and supporting documents

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
Document Name
Document Type
Form
Instruction
Form
IC Document
Information Collection (IC) Details

View Information Collection (IC)

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
 
No Modified
 
Mandatory
 
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

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

General Government Taxation Management

Treasury/IRS 22.061–Information Return Master File (IRMF); Treasury/IRS 24.030-Customer Account Data Engine Master File; and IRS 34.037–IRS Audit Trail and Security Records System  83 FR 42980

8,000 0
   
Private Sector Businesses or other for-profits
 
   97 %

  Requested Program Change Due to New Statute Program Change Due to Agency Discretion Change Due to Adjustment in Agency Estimate Change Due to Potential Violation of the PRA Previously Approved
Annual Number of Responses for this IC 115,703,400 0 0 9,729,300 0 105,974,100
Annual IC Time Burden (Hours) 50,909,496 0 0 4,280,892 0 46,628,604
Annual IC Cost Burden (Dollars) 0 0 0 0 0 0

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.