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 1099 R Form 2012

2012-2025 Form

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Instructions and help about 1099 R Form

hey everyone we've got a fun one let's talk about what a form 1099-r is so here we are late January 2023 we are in the uh starting to get into the thick of tax return season for 2022 tax year and a lot of you may be getting a form 1099-r wondering what it is there's a lot going on in it so you may be curious what are these different boxes and numbers and checks or lack of checks mean so we'll talk about that briefly uh at a super high level this is something that anyone in retirement is probably very familiar with or will be if they're not already and what it is is a 1099 in general is a form that uh payers when you receive money payers send to you and the IRS to document what they sent there's different kinds of 1099s for example 1099-int int is what a bank will send you if you receive more than ten dollars of interest from uh from them they'll send you a 1099 int you get it the the IRS gets a copy if you get dividends from stock

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