IRS Form 1099-R - Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Suggest Edits

Form 1099-R for each person to whom a designated distribution has been made or is treated as having made a distribution of $10 or more from:

Profit-sharing or retirement plans.
Any individual retirement arrangements (IRAs).
Annuities, pensions, insurance contracts, survivor income benefit plans.
Permanent and total disability payments under life insurance contracts.
Charitable gift annuities, etc.

To use the Upload PDF endpoint for this document, you must use A_1099_R in the form_type parameter.

Field descriptions

The following fields are available on this document type:

JSON Attribute	Data Type	Description
`a_1099_r-Part1-PayerPii:payerName`	Text	Payer Name
`a_1099_r-Part1-PayerPii:year`	Integer	Year
`a_1099_r-Part1-PayerPii:payerAddress:addressLine1`	Text	Payer Address Line 1
`a_1099_r-Part1-PayerPii:payerAddress:addressLine2`	Text	Payer Address Line 2
`a_1099_r-Part1-PayerPii:payerAddress:city`	Text	Payer Address City
`a_1099_r-Part1-PayerPii:payerAddress:state`	Text	Formatted as a 2 character state code. Payer Address State
`a_1099_r-Part1-PayerPii:payerAddress:country`	Text	Payer Address Country
`a_1099_r-Part1-PayerPii:payerAddress:zip`	Text	5 digit zip code in which Payer is located. Payer Address Zip
`a_1099_r-Part1-PayerPii:payerTelephoneNo.`	Text	Payer Telephone Number
`a_1099_r-Part1-PayerPii:payerTin`	Text	Payer TIN
`a_1099_r-Part2-RecipientPii:recipientTin`	Text	Recipient TIN
`a_1099_r-Part2-RecipientPii:recipientName`	Text	Recipient Name
`a_1099_r-Part2-RecipientPii:recipientAddress:addressLine1`	Text	Recipient Address Line 1
`a_1099_r-Part2-RecipientPii:recipientAddress:addressLine2`	Text	Recipient Address Line 2
`a_1099_r-Part2-RecipientPii:recipientAddress:city`	Text	Recipient Address City
`a_1099_r-Part2-RecipientPii:recipientAddress:state`	Text	Formatted as a 2 character state code. Recipient Address State
`a_1099_r-Part2-RecipientPii:recipientAddress:country`	Text	Recipient Address Country
`a_1099_r-Part2-RecipientPii:recipientAddress:zip`	Text	5 digit zip code in which Recipient is located. Payer Address Zip
`a_1099_r-Part2-RecipientPii:accountNumber`	Text	Account Number
`a_1099_r-Part2-RecipientPii:dateOfPayment`	Date	Date Of Payment
`a_1099_r-Part2-RecipientPii:fatcaFilingRequirement`	`CHECKED` `NOT CHECKED`	FATCA Filing Requirement
`a_1099_r-Part3-Boxes(1-8):box1-GrossDistribution`	Money	Box 1 - Gross Distribution
`a_1099_r-Part3-Boxes(1-8):box2A-TaxableAmount`	Money	Box 2A - Taxable Amount
`a_1099_r-Part3-Boxes(1-8):box2B-TaxableAmountNotDetermined`	`CHECKED` `NOT CHECKED`	Box 2B - Taxable Amount Not Determined
`a_1099_r-Part3-Boxes(1-8):box2B-TotalDistribution`	`CHECKED` `NOT CHECKED`	Box 2B - Total Distribution
`a_1099_r-Part3-Boxes(1-8):box3-CapitalGain(IncludedInBox2A)`	Money	Box 3 - Capital Gain (Included In Box 2A)
`a_1099_r-Part3-Boxes(1-8):box4-FederalIncomeTaxWithheld`	Money	Box 4 - Federal Income Tax Withheld
`a_1099_r-Part3-Boxes(1-8):box5-EmployeeContributions/DesignatedRothContributionsOrInsurancePremiums`	Money	Box 5 - Employee Contributions/Designated Roth Contributions Or Insurance Premiums
`a_1099_r-Part3-Boxes(1-8):box6-NetUnrealizedAppreciationInEmployersSecurities`	Money	Box 6 - Net Unrealized Appreciation In Employers Securities
`a_1099_r-Part3-Boxes(1-8):box7-DistributionCode(S)`	Money	Box 7 - Distribution Code(s)
`a_1099_r-Part3-Boxes(1-8):box7-Ira/Sep/Simple`	`CHECKED` `NOT CHECKED`	Box 7 - IRA/SEP/SIMPLE
`a_1099_r-Part3-Boxes(1-8):box8-Other($)`	Money	Box 8 - Other ($)
`a_1099_r-Part3-Boxes(1-8):box8-Other(%)`	Percentage	Box 8 - Other (%)
`a_1099_r-Part4-Boxes(9-17):box9A-YourPercentageOfTotalDistribution`	Percentage	Box 9A - Your Percentage Of Total Distribution
`a_1099_r-Part4-Boxes(9-17):box9B-TotalEmployeeContributions`	Money	Box 9B - Total Employee Contributions
`a_1099_r-Part4-Boxes(9-17):box10-AmountAllocableToIrrWithin5Years`	Money	Box 10 - Amount Allocable To IRR Within 5 Years
`a_1099_r-Part4-Boxes(9-17):box11-1StYearOfDesig.RothContrib.`	Text	Box 11 - 1st Year Of Desig. Roth Contrib.
`a_1099_r-Part4-Boxes(9-17):box12-StateTaxWithheld`	Money	Box 12 - State Tax Withheld
`a_1099_r-Part4-Boxes(9-17):box13-State/PayerStateNo.`	Text	Box 13 - State/Payer State No.
`a_1099_r-Part4-Boxes(9-17):box14-StateDistribution`	Money	Box 14 - State Distribution
`a_1099_r-Part4-Boxes(9-17):box15-LocalTaxWithheld`	Money	Box 15 - Local Tax Withheld
`a_1099_r-Part4-Boxes(9-17):box16-NameOfLocality`	Text	Box 16 - Name Of Locality
`a_1099_r-Part4-Boxes(9-17):box17-LocalDistribution`	Money	Box 17 - Local Distribution

Sample document

Coming soon...

Sample JSON result

{
  "status": 200,
  "response": {
    "pk": 32552669,
    "uuid": "d4e52947-9eed-4a6e-adbc-13bb49de9255",
    "forms": [
      {
        "pk": 31534537,
        "uuid": "adc52175-c19d-43f1-8986-016f02097951",
        "form_type": "A_1099_R",
        "form_config_pk": 21191,
        "tables": [],
        "raw_fields": {
          "a_1099_r-Part1-PayerPii:payerTin": {
            "value": "DB727796-001",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:year": {
            "value": "2019",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerName": {
            "value": "FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box8-Other($)": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box8-Other(%)": {
            "value": "$ 0.00",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerAddress:zip": {
            "value": "41015-1987",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientTin": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerAddress:city": {
            "value": "COVINGTON",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerTelephoneNo.": {
            "value": "(800) 894-4194",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:accountNumber": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:dateOfPayment": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientName": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerAddress:state": {
            "value": "KY",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerAddress:country": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box2A-TaxableAmount": {
            "value": "5004.90",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box7-Ira/Sep/Simple": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box16-NameOfLocality": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientAddress:zip": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box1-GrossDistribution": {
            "value": "5,004.90",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerAddress:addressLine1": {
            "value": "100 MAGELLAN WAY KWIC",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part1-PayerPii:payerAddress:addressLine2": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientAddress:city": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box2B-TotalDistribution": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box12-StateTaxWithheld": {
            "value": "$ 80.00",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box15-LocalTaxWithheld": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:fatcaFilingRequirement": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientAddress:state": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box7-DistributionCode(S)": {
            "value": "2",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box14-StateDistribution": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box17-LocalDistribution": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientAddress:country": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box13-State/PayerStateNo.": {
            "value": "CA 80438179",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box4-FederalIncomeTaxWithheld": {
            "value": "480.00",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientAddress:addressLine1": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part2-RecipientPii:recipientAddress:addressLine2": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box2B-TaxableAmountNotDetermined": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box3-CapitalGain(IncludedInBox2A)": {
            "value": "0.00",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box9B-TotalEmployeeContributions": {
            "value": "",
            "is_empty": true,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box11-1StYearOfDesig.RothContrib.": {
            "value": ".",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box10-AmountAllocableToIrrWithin5Years": {
            "value": "$ 0.00",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part4-Boxes(9-17):box9A-YourPercentageOfTotalDistribution": {
            "value": "%",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box6-NetUnrealizedAppreciationInEmployersSecurities": {
            "value": "0.00",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          },
          "a_1099_r-Part3-Boxes(1-8):box5-EmployeeContributions/DesignatedRothContributionsOrInsurancePremiums": {
            "value": "$ 0.00",
            "is_empty": false,
            "source_filename": "1099-R_.pdf"
          }
        }
      }
    ]
  },
  "message": "OK"
}

Updated 9 months ago