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401kfedforms
Form 1099-R Instructions
These instructions reference the following reports and documents from your 401k software and companion materials:
• Year-to-Date Activity Summary by Employee:Distributions
• Year-to-Date Activity Summary by Employee:ADP Test Corrections
• Adoption Agreement (or software License |
Use Form 1099-R to report information, such as the recipient's name and distribution amount, on each distribution made from your 401(k)plan during the plan year.
Form 1099-R is a one-page form that is comprised of six identical forms:
 Copy A is for the IRS and is due by February 28 of each year.
Copy 1 is for your state, city or local tax department and due as stipulated by the relevant party.
Copy B is for the IRS as an accompaniment to your annual federal return.
Copy C is for the distribution recipient and is due to that person by January 31.
Copy 2 is for the recipient to file with the relevant state, city or local tax department, as needed.
Copy D is for your plan records.
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