File only one Form 1099-R for distributions from all investments under one plan that are paid in 1 year to one recipient, unless you must enter different codes in box 7.

Use Code 9 to report premiums paid by a trustee or custodian for current life or other insurance protection. See the instructions for box 2a in the IRS instructions for Form 1099-R for more …

The codes in Box 7 of your Form 1099-R indicate the type of distribution you received. We'll use these codes and your answers to some interview questions to help us determine if your …

Apr 17, 2025 · IRS uses the codes to help determine whether the recipient has properly reported the distribution. If the codes you enter are incorrect, the IRS may improperly propose changes …

Nov 27, 2024 · Understanding the distribution codes on Form 1099-R is essential for accurately reporting and paying taxes on retirement distributions. Each code provides specific information …

What is a 1099-R? Form 1099-R reports the total retirement and pension benefits you received during the year. Refer to box 7 on Form (s) 1099-R for the distribution code (s) that describes …

Oct 13, 2025 · Your 1099-R should include a distribution code, which shows what kind of distribution you received. These codes tip you off about which distributions you may owe taxes …

6 days ago · Classification Codes on the 1099-R The Internal Revenue Service uses distribution codes in Box 7 of the 1099-R form to specify the nature of each distribution. These codes help …

If you’ve received Form 1099-R, it means money came out of your 401 (k) or IRA. Box 7 of the form contains one or two distribution codes, which provides certain information to the IRS.

The following are the instructions for the 1099-R, Box 7 data entry and what each code means.