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Form 1099-R, Distributions From Pensions etc., page 1
Complex · 66/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

Form 1099-R is an IRS tax form used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, and insurance contracts. It is important for taxpayers to report these distributions on their tax returns as they may be subject to taxation.
Fillable fields192
Pages8
Sections23
Form Complexity IndexComplex, 66/100

The AI checks your answers before you download

15 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Ensures that Copy A is not printed and filed with the IRS

The AI ensures that Copy A of Form 1099-R is not printed and filed with the IRS, as this copy is intended for informational purposes only. It alerts the user if an attempt is made to file this copy, thereby preventing incorrect submissions. The AI maintains compliance with IRS regulations by differentiating between the various copies of the form and their specific purposes. It also guides the user to the correct copies of the form that should be filed and retained.

Confirms that the official printed version of Copy A is used for filing with the IRS

The AI confirms that the official printed version of Copy A of Form 1099-R is used when filing with the IRS. It verifies that the form is scannable and meets the IRS's requirements for machine readability. The AI checks for the correct paper quality and ink to ensure that the form can be processed without errors. It also advises the user against using non-official or non-scannable versions of the form to avoid processing delays or penalties.

Verifies that Copy B is correctly filled out for reporting on the federal tax return

The AI verifies that Copy B of Form 1099-R is correctly filled out for the recipient's federal tax return reporting. It checks for accurate reporting of distributions and taxes withheld, as well as the recipient's personal information. The AI ensures that all required fields are completed to prevent errors or omissions that could lead to IRS inquiries. It also provides guidance on how to properly report pension and retirement distributions on the federal tax return.

Checks that Copy C is retained for the recipient's records

The AI checks that Copy C of Form 1099-R is retained for the recipient's personal records. It reminds the user of the importance of keeping this copy for future reference, especially in the case of any discrepancies or audits. The AI assists in organizing and storing tax documents securely, ensuring that the recipient maintains a complete and accessible record of their pension and retirement distributions.

Validates that Copy 1 is provided to the State, City, or Local Tax Department if required

The AI validates that Copy 1 of Form 1099-R is provided to the State, City, or Local Tax Department when required. It checks the recipient's state and local tax filing obligations and ensures that the appropriate copy of the form is submitted to the relevant tax authorities. The AI helps the user navigate the complexities of multi-jurisdictional tax reporting and prevents potential non-compliance issues by confirming that all necessary tax documents are distributed correctly.

Ensures that Copy 2 is filed with the state, city, or local income tax return when required.

The system ensures that Copy 2 of Form 1099-R is properly filed with the relevant state, city, or local income tax return if it is mandated by the jurisdiction. It checks for the necessity of filing based on the address and tax information provided within the form. The AI confirms that the form is prepared for submission to the appropriate tax authority and alerts the user if additional steps are required to comply with local tax filing requirements.

And 9 more checks
  • Confirms that the payer's and recipient's information is complete and accurate, including TINs and addresses.
  • Verifies that the account number is included if applicable.
  • Checks that the gross distribution in Box 1 is entered correctly.
  • Validates that the taxable amount in Box 2a is entered if known, or the appropriate box in 2b is checked.
  • Ensures that any capital gain included in Box 2a is reported in Box 3.
  • Confirms that federal income tax withheld is reported in Box 4.
  • Verifies that employee contributions or insurance premiums are reported in Box 5.
  • Checks for the entry of net unrealized appreciation in employer's securities in Box 6.
  • Validates that the correct distribution code(s) are entered in Box 7 and the IRA/SEP/SIMPLE box is checked if applicable.

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How to Fill Out 1099-R Online for Free in 2026

What the AI walks you through.

  1. Visit instafill.ai site and select 1099-R
  2. Enter payer's information
  3. Input recipient's TIN and name
  4. Fill in distribution amounts and codes
  5. Add state and local tax information
  6. Sign and date the form electronically
  7. Check for accuracy and submit form

Common Mistakes in Completing 1099-R

The ones the AI is built to catch.

Filing Copy A with the IRS instead of the official printed version
Filing Copy A of Form 1099-R with the IRS instead of the official printed version can lead to processing errors. The IRS requires the red, scannable Copy A for paper submissions, which cannot be replicated by standard printers. To avoid this mistake, ensure that you use the official, pre-printed form for submissions or file electronically. If you are unsure about the correct version to use, consult the IRS guidelines or a tax professional.
Printing and filing Copy A instead of using the scannable version
Printing and filing Copy A of Form 1099-R from a non-scannable version can result in the IRS being unable to process the form correctly. Copy A is intended to be scanned by the IRS's equipment, and any other version will not be read properly. To prevent this issue, it is crucial to use the official IRS version of Copy A, which is printed in a specific red ink. Avoid using downloadable or photocopied versions for submission to the IRS.
Not using Copy B for federal tax return reporting
Recipients of Form 1099-R should use Copy B for reporting distributions on their federal tax return. Not using Copy B for this purpose can lead to confusion and potential errors in tax filing. Copy B is specifically designed for the taxpayer to report the information to the IRS on their personal tax return. Taxpayers should ensure they are using the correct copy when preparing their taxes and retain it for their records.
Failing to keep Copy C for personal records
It is important to retain Copy C of Form 1099-R for personal records. Failing to keep this copy can create challenges if there is a need to reference the form in the future for tax-related inquiries or audits. Copy C serves as proof of the pension, annuity, or retirement plan distribution received. To avoid this mistake, recipients should file Copy C in a secure location and keep it for at least three years after the due date of the tax return.
Omitting Copy 1 for State, City, or Local Tax Department
Omitting Copy 1 of Form 1099-R when reporting to State, City, or Local Tax Departments can lead to underreported income and potential penalties. Copy 1 is intended for state tax reporting purposes. Taxpayers should ensure that they submit this copy to the appropriate state or local tax authority if required. To avoid this oversight, check with your state or local tax department to determine their specific filing requirements for Form 1099-R.
Neglecting to file Copy 2 with state, city, or local income tax return
Failing to file Copy 2 of Form 1099-R with the state, city, or local income tax return can lead to processing delays and potential penalties. It is crucial to remember that while Copy B is for the recipient's records, Copy 2 must be submitted with the tax return if any state, city, or local income tax was withheld. Taxpayers should carefully review their 1099-R forms to ensure that all necessary copies are filed with the appropriate tax authorities. Double-checking the withholding information can help avoid this oversight.
Not including payer's complete information in PAYER'S section
Omitting or providing incomplete information in the PAYER'S section of Form 1099-R can cause significant issues with tax reporting. It is essential to include the payer's full name, address, and telephone number. This information is necessary for the IRS and the recipient to identify the source of the distribution. To avoid this mistake, payers should review their details for accuracy before submitting the form and ensure that all fields are filled out completely.
Missing or incorrect PAYER'S TIN and RECIPIENT'S TIN
Entering an incorrect Taxpayer Identification Number (TIN) for either the payer or the recipient, or neglecting to include it altogether, can result in the IRS being unable to match the reported information with the correct tax records. This can lead to unnecessary inquiries or penalties. To prevent this error, double-check the TINs against official documents such as a Social Security card or an Employer Identification Number (EIN) confirmation letter. Ensure that the numbers are entered accurately and correspond to the correct party on the form.
Incomplete RECIPIENT'S information, such as missing apartment number
Providing incomplete recipient information, such as omitting an apartment number, can cause delays in the recipient receiving important tax documents or correspondence from the IRS. It is important to provide a full and accurate address to ensure proper delivery of tax-related notices. Recipients should verify their address details and include all relevant information, such as apartment or suite numbers, before the form is filed. Payers should request confirmation of the recipient's address if there is any uncertainty.
Forgetting to include the account number if applicable
The account number is an optional field on Form 1099-R, but it is important to include it if multiple accounts exist for the recipient or if the payer's records require it for identification purposes. Not including the account number when necessary can lead to confusion and misallocation of the reported distribution. To avoid this mistake, payers should review their record-keeping practices and include the account number on the form when it is used to distinguish the recipient's account or for internal tracking.
Entering incorrect amount in Box 1 for Gross distribution
It is crucial to accurately report the gross distribution amount in Box 1, as this reflects the total amount of distributions before any deductions or tax withholdings. To avoid this mistake, double-check the distribution statements provided by the payer and ensure that the amount entered matches the total distribution received for the year. If there are multiple distributions, sum them accurately. Always cross-verify with your financial statements or consult with a tax professional if you are unsure about the correct amount to report.
Not checking the box in 2b if the taxable amount is not determined
When the taxable amount has not been determined by the payer, it is mandatory to check the box in 2b. Failing to do so can lead to incorrect tax calculations. To prevent this error, carefully review the instructions for Box 2b and check the box if the payer has not calculated the taxable amount. This informs the IRS that the amount in Box 2a may not be the taxable portion and that the recipient may need to calculate the taxable amount. Always read the form instructions thoroughly or seek guidance from a tax advisor when in doubt.
Failing to enter capital gain in Box 3 when included in Box 2a
If there is a capital gain included in the taxable amount reported in Box 2a, it must be separately reported in Box 3. Neglecting to do so can result in an inaccurate tax return. To avoid this oversight, review the instructions for Box 3 and ensure that any capital gain portion of the distribution is correctly entered. It is important to understand the nature of the distribution received and to separate the capital gain component if applicable. Consult with the payer or a tax professional if you are uncertain about the presence of capital gains in your distribution.
Incorrectly reporting federal income tax withheld in Box 4
Accurately reporting the federal income tax withheld in Box 4 is essential for proper tax credit. An incorrect amount can lead to an underpayment or overpayment of taxes. To prevent this error, compare the amount entered with the federal income tax withheld as shown on the distribution statements. Ensure that the withholding amount reported on Form 1099-R matches the amount withheld by the payer. If there are discrepancies, contact the payer for clarification before filing your tax return. Always keep a copy of your distribution statements for your records.
Not entering recoverable tax-free employee contributions in Box 5
Box 5 is designated for reporting the portion of the distribution that represents recoverable tax-free employee contributions. Omitting this information can lead to an overstated taxable income. To avoid this mistake, determine the amount of your after-tax contributions that are recoverable in the current year's distribution. Enter this amount in Box 5 to ensure that it is not taxed again. If you are unsure about the calculation, review your previous year's tax returns, account statements, or consult with a tax professional for assistance. Keeping accurate records of your contributions will facilitate this process.
Omitting net unrealized appreciation in employer's securities in Box 6
Failing to report the net unrealized appreciation (NUA) of employer securities in Box 6 can lead to an inaccurate representation of the taxable amount, potentially resulting in tax reporting issues. To avoid this mistake, carefully review the distribution to determine if there is any NUA associated with the employer securities. If NUA is present, ensure that it is accurately calculated and reported in Box 6. Double-check the figures with the plan administrator if necessary to ensure accuracy.
Using incorrect distribution code(s) in Box 7
Entering the wrong distribution code in Box 7 can cause confusion about the nature of the distribution and may affect tax liability. It is crucial to understand the different distribution codes and their implications for tax reporting. Consult the instructions for Form 1099-R to identify the correct code that matches the type of distribution received. If uncertain, seek clarification from the plan administrator or a tax professional before completing the form.
Leaving Box 8 blank when other relevant amounts should be entered
Neglecting to enter information in Box 8 when there are relevant amounts can result in incomplete tax information and potential IRS inquiries. Box 8 should reflect any other amounts not already captured in the form, such as insurance premiums or other allocable costs. Review the distribution details thoroughly to determine if there are additional amounts that should be reported in Box 8. If applicable, enter these amounts clearly and accurately to ensure complete disclosure.
Not entering the percentage of total distribution in Box 9a if applicable
Omitting the percentage of the total distribution in Box 9a when required can lead to an incomplete understanding of the distribution components, which may affect tax calculations. If the distribution is a partial one, calculate the percentage of the total distribution that the current payment represents. Enter this percentage in Box 9a to provide clear information about the portion of the distribution being reported. Always cross-reference with the total distribution amount to ensure the percentage entered is correct.
Forgetting to enter total employee contributions in Box 9b
Forgetting to report the total employee contributions in Box 9b can result in an incorrect calculation of the taxable amount of the distribution. It is important to track and report the total contributions made by the employee to avoid any tax discrepancies. Verify the total contributions with the plan administrator and record this amount in Box 9b. Accurate reporting of employee contributions is essential for determining the correct taxable portion of the distribution.
Not entering the amount allocable to IRR within 5 years in Box 10
Failing to enter the amount allocable to an In-plan Roth Rollover (IRR) within a 5-year period in Box 10 can lead to incorrect tax calculations. To avoid this mistake, carefully review the rollover amounts and the 5-year period to ensure accurate reporting. Consult with the plan administrator if necessary to confirm the correct amounts. Double-check the entry before submitting the form to ensure compliance with the IRS requirements.
Omitting the first year of designated Roth contributions in Box 11
Neglecting to include the first year of designated Roth contributions in Box 11 can result in improper tracking of the 5-year holding period for qualified distributions. To prevent this error, verify the initial year of contributions to the designated Roth account. Record this information accurately on the form. This will assist taxpayers and the IRS in determining the taxable portion of distributions.
Failing to check the FATCA filing requirement in Box 12 when applicable
Overlooking the requirement to check the FATCA filing requirement box in Box 12 when it is applicable can lead to non-compliance with foreign account tax compliance regulations. To avoid this oversight, review the criteria for FATCA reporting and determine if the distribution is subject to these requirements. If so, ensure that the box is checked to indicate compliance. Regularly update your knowledge of FATCA regulations to stay compliant.
Entering the wrong date of payment for reportable death benefits in Box 13
Inputting an incorrect date of payment for reportable death benefits in Box 13 can cause confusion and potential tax issues for beneficiaries. To prevent this error, confirm the actual date of payment with the payer or the plan administrator. Record the correct date on the form to ensure accurate tax reporting. Beneficiaries should be provided with the correct information to avoid complications with their tax filings.
Incorrect state and local tax information in Boxes 14-19
Misreporting state and local tax information in Boxes 14-19 can lead to discrepancies with state and local tax filings and may result in penalties. To avoid inaccuracies, cross-reference the amounts with state and local tax records. Ensure that the information provided matches the records and reflects the correct tax withheld and distribution amounts. Consult with a tax professional if there is any uncertainty regarding state and local tax reporting requirements.
Not referring to Instructions for Recipient for taxable amount determination
Failing to refer to the Instructions for Recipient can lead to incorrect reporting of the taxable amount on Form 1099-R. This document provides essential guidance on how to determine the taxable portion of distributions. To avoid this mistake, recipients should carefully review the Instructions for Recipient before completing the form. It is also advisable to consult with a tax professional if there is any uncertainty regarding the taxable amount.
Ignoring IRS publications and forms for specific reporting instructions
Overlooking the IRS publications and forms that provide specific reporting instructions for Form 1099-R can result in errors in filing. These resources contain critical information on how to report different types of distributions from pensions, annuities, retirement plans, and other sources. To prevent this error, individuals should review the relevant IRS publications and forms, such as Publication 575 and Publication 590, before filling out Form 1099-R. Staying informed about the latest tax laws and updates is also crucial for accurate reporting.

Frequently Asked Questions About 1099-R

 

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How does the AI fill out 1099-R?
You answer a few questions in plain words, or upload your W-2 or last year's return. The AI reads what you give it and puts each answer into the right field of 1099-R, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is 1099-R to fill out?
1099-R has a Form Complexity Index of 66 out of 100, in the complex tier: 192 fillable fields across 8 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is Form 1099-R used for?
Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, and similar vehicles. It provides information on the amount of money distributed to an individual from these sources during the tax year. The IRS uses this form to track retirement plan distributions and ensure that individuals report these distributions on their tax returns.
Who should receive a Form 1099-R?
A Form 1099-R should be received by any individual who has received a distribution of $10 or more from their retirement plans, profit-sharing programs, IRAs, annuities, pensions, insurance contracts, or survivor income benefit plans. Additionally, the form is issued for direct rollovers, conversions to Roth IRAs, recharacterized IRAs, and certain other retirement plan transactions.
What should I do if I receive a Form 1099-R?
If you receive a Form 1099-R, you should review it for accuracy and report the information on your tax return. The distributions reported on the form may be taxable and must be included in your income unless they qualify for an exclusion or rollover. You should consult with a tax professional or use tax preparation software to ensure the information is reported correctly and to determine if any of the distribution is tax-exempt.
What does the 'Gross distribution' amount in Box 1 of Form 1099-R represent?
The 'Gross distribution' amount in Box 1 of Form 1099-R represents the total amount of the distribution before any deductions or withholdings. This includes the total amount of money that was paid out to the individual from their retirement plan or account during the tax year. It is important to note that this amount may not be fully taxable, as it could include pre-tax and after-tax contributions, as well as any earnings on those contributions.
How do I determine the taxable amount of my distribution if Box 2a is blank?
If Box 2a on Form 1099-R is blank, it means the payer has not determined the taxable amount of your distribution. To determine the taxable portion, you will need to calculate the amount yourself. This typically involves knowing the total contributions you made to the retirement plan that were already taxed, and then subtracting those contributions from the gross distribution amount reported in Box 1. The remaining amount is generally considered taxable income. It is advisable to consult with a tax professional or refer to IRS instructions and publications for guidance on how to calculate the taxable amount.
What does it mean if Box 2b 'Taxable amount not determined' is checked?
If Box 2b 'Taxable amount not determined' is checked on Form 1099-R, it indicates that the payer has not determined the taxable amount of the distribution. This means that the recipient of the distribution is responsible for calculating the taxable portion of the distribution to report on their tax return. The taxpayer may need to refer to previous records, account contributions, and other relevant information to determine the taxable amount.
What should I report if Box 2b 'Total distribution' is checked?
If Box 2b 'Total distribution' is checked on Form 1099-R, it signifies that the entire balance of the account from which the distribution was made has been paid out to the recipient during the tax year. The recipient should report the total distribution amount on their tax return. Depending on the type of account and the circumstances of the distribution, the total amount may be taxable or partially taxable.
What is reported in Box 3 'Capital gain' on Form 1099-R?
Box 3 'Capital gain' on Form 1099-R reports the portion of the distribution that is considered a capital gain. This typically applies to certain types of distributions from qualified retirement plans, such as lump-sum distributions that are eligible for capital gain treatment. The amount in Box 3 is the taxable capital gain that must be reported on the recipient's tax return, often eligible for preferential tax rates depending on the holding period and other factors.
How is federal income tax withholding reported on Form 1099-R?
Federal income tax withholding is reported in Box 4 of Form 1099-R. This box shows the amount of federal income tax that has been withheld from the distribution by the payer. The recipient of the distribution should include this amount as part of their total federal income tax withholding when filing their tax return, as it counts toward the payment of their income tax liability for the year.
What are 'Employee contributions/Designated Roth contributions or insurance premiums' in Box 5?
Box 5 on Form 1099-R is labeled 'Employee contributions/Designated Roth contributions or insurance premiums.' It reports the portion of the distribution that represents the taxpayer's investment in the contract. This could include after-tax employee contributions, contributions to a Designated Roth account within a qualified retirement plan, or insurance premiums paid. The amount in Box 5 is important for determining the taxable portion of the distribution, as it represents a return of the recipient's cost basis and is not subject to taxation when distributed.
What is 'Net unrealized appreciation in employer’s securities' in Box 6?
The 'Net unrealized appreciation in employer’s securities' in Box 6 of Form 1099-R refers to the increase in value of the employer's stock that was held in the taxpayer's retirement plan. This amount represents the difference between the original purchase price of the securities and their market value at the time they were distributed to the plan participant. This figure is important for tax reporting purposes because the net unrealized appreciation may be eligible for more favorable capital gains tax treatment if certain conditions are met.
What do the distribution codes in Box 7 of Form 1099-R indicate?
The distribution codes in Box 7 of Form 1099-R identify the type of distribution the taxpayer received from their retirement plan, pension, or annuity. Each code represents a specific situation, such as early distribution, normal distribution, disability, death, or a direct rollover to another retirement plan. These codes are crucial for determining the tax treatment of the distribution and whether any penalties or special rules apply.
What does the 'IRA/SEP/SIMPLE' checkbox indicate on Form 1099-R?
The 'IRA/SEP/SIMPLE' checkbox on Form 1099-R indicates the type of retirement plan from which the distribution was made. If the box is checked, it signifies that the distribution is from an Individual Retirement Account (IRA), a Simplified Employee Pension (SEP) plan, or a Savings Incentive Match Plan for Employees (SIMPLE). This information is important for tax purposes because different tax rules and penalties may apply depending on the type of plan.
What is the 'FATCA filing requirement' checkbox in Box 12?
The 'FATCA filing requirement' checkbox in Box 12 of Form 1099-R is related to the Foreign Account Tax Compliance Act (FATCA). If this box is checked, it indicates that the financial institution or payer is reporting in compliance with FATCA. This may be relevant for individuals with certain foreign financial assets and accounts, and it helps the IRS enforce tax laws for assets held in foreign countries.
What should I do if I have state or local tax withheld as shown in Boxes 14-19?
If you have state or local tax withheld as shown in Boxes 14-19 of Form 1099-R, you should report this withholding on your state and local income tax returns. The amounts withheld can often be credited against your state or local tax liability. It's important to use this information when completing your tax returns to ensure you are properly credited for any taxes that have already been paid on your behalf.
How do I report a direct rollover indicated by Code G in Box 7?
A direct rollover indicated by Code G in Box 7 of Form 1099-R refers to a tax-free rollover of a distribution from a qualified plan, section 403(b) plan, or governmental section 457(b) plan into another retirement plan or IRA. When you report a direct rollover on your tax return, you generally do not include the amount in your gross income since it is not considered a taxable distribution. You should report the rollover on your Form 1040 or 1040-SR by checking the box for 'IRA/SEP/SIMPLE' on line 4a if it's a rollover to an IRA, or 'Pensions and annuities' on line 4c if it's a rollover to another retirement plan. Do not enter the amount of the rollover in line 4b or 4d unless you have received a distribution in excess of the rollover contribution.
What is the significance of the '1st year of desig. Roth contrib.' in Box 11?
The '1st year of desig. Roth contrib.' in Box 11 of Form 1099-R indicates the first year in which you made a designated Roth contribution to the retirement plan. This information is significant because it determines the five-taxable-year period necessary to qualify for tax-free and penalty-free distributions from a designated Roth account. The five-year period begins on January 1 of the year indicated in Box 11 and ends on December 31 of the fifth consecutive tax year. This period is used to determine if the distribution from the Roth account meets the 'qualified distribution' criteria, which requires that the distribution be made after the five-year period and that the participant be at least 59½ years old, disabled, or deceased, or for a first-time home purchase.
What does 'Amount allocable to IRR within 5 years' in Box 10 mean?
The 'Amount allocable to IRR within 5 years' in Box 10 of Form 1099-R refers to the portion of the distribution that is allocable to an 'income in respect of a decedent' (IRD) within five years of the decedent's death. IRD represents amounts that were owed to the decedent at the time of death but had not yet been included in their taxable income. This amount is subject to income tax as it would have been to the decedent if they had lived to receive the income. The significance of reporting this amount is to ensure that the income is taxed appropriately and to allow the beneficiary to claim any applicable deductions or credits associated with the IRD.
What are the implications of receiving a Form 1099-R with Code 2 'Early distribution, exception applies'?
Receiving a Form 1099-R with Code 2 'Early distribution, exception applies' indicates that you have taken a distribution from a retirement plan before reaching age 59½, but the distribution qualifies for an exception to the 10% early distribution penalty tax. Common exceptions include distributions made after the death of the plan participant, distributions due to disability, distributions used for qualified higher education expenses, amounts distributed for a first-time home purchase, and certain medical expenses. While the distribution is still subject to regular income tax, you do not have to pay the additional 10% penalty. You should report the distribution on your tax return and file Form 5329, if necessary, to claim the exception to the penalty.
Where can I find more information or assistance for filling out my tax return with Form 1099-R?
For more information or assistance with filling out your tax return with Form 1099-R, you can refer to the IRS instructions for Form 1099-R and the instructions for your tax return (Form 1040 or 1040-SR). The IRS website provides publications, tax forms, and instructions that can help you understand how to report retirement plan distributions. Additionally, you can seek assistance from a tax professional, use tax preparation software, or contact the IRS directly for guidance. The IRS also offers free tax help through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs for those who qualify.
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insurance forms: Form 1095-A, Health Insurance Marketplace Statement, Form SSA-4-BK, Application for Child's Insurance Benefits, Form SSA-10, Application for Widow's or Widower's Insurance Benefits, Form 1095-C, Employer-Provided Health Insurance Offer and Coverage, National Integrity Life Insurance Company Ownership Change Request Form (NI-77-0039-2505), Record of Advice and Needs Analysis (Non-Life Insurance — Personal and Commercial Lines), Form 7206 (2025), Self-Employed Health Insurance Deduction, Continental American Insurance Company (CAIC) / Aflac Group Critical Illness Claim Form (with Attending Physician’s Statement, HIPAA Authorization to Obtain Information, and Electronic Funds Transaction Authorization), Prudential Group Disability Insurance – Education and Employment History Form (GL.2009.009, Ed. 06/2017), acord-25-201603-certificate-of-liability-insurance-1, Brotherhood Mutual Insurance Company Ministry Driver Screening Form (A99), Assurity Life Insurance Company Disability Claim Form — Attending Physician’s Statement, Amateur Sports / Activities Accident Insurance Quote Request Form (Philadelphia Insurance Companies), Martial Arts Studio General Liability and Property Application (Fitness and Wellness Insurance / Philadelphia Insurance Companies) (03/2011), The Prudential Insurance Company of America Group Disability Insurance – Education and Employment History Form (GL.2009.009, Ed. 06/2017), VA Form 29-357, Claim for Disability Insurance Benefits (Government Life Insurance), CMS-1500 (02-12), Health Insurance Claim Form (NUCC Approved) (OMB 0938-1197), Prudential Group Disability Insurance – Education and Employment History Form (GL.2009.009, Ed. 06/2017), HDFC ERGO General Insurance Company Limited – Request for Cashless Hospitalisation for Health Insurance (Policy Part – C), Beneficiary Designation/Change - Principal Life Insurance Company

tax forms: W-9, Request for Taxpayer Identification Number and Certification, Form W-2, Wage and Tax Statement, Form 1040-X, Amended U.S. Individual Income Tax Return, Form 130, Taxpayer's Notice to Initiate an Appeal, Form 1040-C, U.S. Departing Alien Income Tax Return, Form 940, Employer’s Annual FUTA Tax Return, Form 720, Quarterly Federal Excise Tax Return, Form 982, Reduction of Tax Attributes, Form 4137, Social Security and Medicare Tax on Unreported Tip Income, Form 911, Request for Taxpayer Advocate Service Assistance, Form 8960, Net Investment Income Tax, Form 8959, Additional Medicare Tax, Form 8919, Uncollected Social Security and Medicare Tax, Form 8801, Credit for Prior Year Minimum Tax, Form 990-T, Exempt Org Business Income Tax Return, Form 945, Annual Return of Withheld Federal Income Tax, Form 5330, Return of Excise Taxes, Form FTB 3514, California Earned Income Tax Credit, Form 100, CA Corp Tax Return, Form 8288, U.S. Withholding Tax Return

IRS forms: Form 5405, Repayment of First-Time Homebuyer Credit, Form 8879, IRS e-file Signature Authorization, Form 107, Statement of Financial Affairs, State of Hawaii Department of Commerce and Consumer Affairs (DCCA) Contractors License Board – Application for Contractor's License (Sole Proprietor) (CT-36) with supporting forms (Experience Certificate CT-03, Contractors Financial Statement CT-02, and Chronological History of Projects/Project List), Department of Home Affairs — Appointment or cessation of a registered migration agent, legal practitioner or exempt person providing immigration assistance (Appointment notification form), Australian Department of Home Affairs — Application for a Protection visa (subclass 866) (Form 866), Form 1399 – Declaration of Service (Department of Home Affairs, Australia), Ohio Department of Commerce Table of Heirship (Division of Unclaimed Funds), Ohio Department of Commerce – Table of Heirship (Unclaimed Funds Claim, Claims Less Than $3,000), DWC001S, Employer’s first report of injury or illness, DWC Form-001, Employer’s first report of injury or illness, First Republic Securities Company, LLC Entity Account Application (FRSC 778 E 7/19), Congressional Record - Proceedings and Debates of the Sixty-sixth Congress, First Session, Form 1040-X, Amended U.S. Individual Income Tax Return, Form 3115, Application for Change in Accounting Method, Form 8606, Nondeductible IRAs, Form 8850, Pre-Screening Notice and Certification Request for the Work Opportunity Credit, Form 911, Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order), Form W-2, Wage and Tax Statement, Form W-4P (2026), Withholding Certificate for Periodic Pension or Annuity Payments

retirement forms: Form SSA-1-BK, Application for Retirement Benefits, Form 8880, Credit for Qualified Retirement Savings Contributions, Nationwide Retirement Solutions Participant Distribution Request Form (PNF-0875M9, TRAC Version, 01/2025), Nationwide Retirement Solutions Participant Distribution Request Form (PNF-0875M9, TRAC Version, 01/2025), Momentum Wealth Retirement Income Option Application (WIS060E), Fidelity Investment-Only (Non-Prototype) Retirement Account Application, One-Time Withdrawal — Defined Contribution Retirement Plan, Fidelity One-Time Withdrawal Form — Nonretirement, One-Time Withdrawal – Investment-Only (Non-Prototype) Retirement Account, Automatic Withdrawals—Defined Contribution Retirement Plan, Fidelity Automatic Withdrawals — Nonretirement, Beneficiaries — Nonretirement Transfer on Death, The Church of the Nazarene 403(b) Retirement Savings Plan Beneficiary Designation Form, Beneficiaries – Defined Contribution Retirement Plan, Transfer Shares as a Gift — Nonretirement, Schwab Personal Choice Retirement Account® (PCRA) Limited Power of Attorney (LPOA) Form For a Participant, Vanguard Asset Transfer Authorization Form for the Emory University Retirement Plan, Retirement Transfer Between Existing Vanguard Accounts, Gift of Nonretirement Assets to Existing Vanguard Account Form, Vanguard Taking a Loan from Your Retirement Plan

1099 forms: Form 1099-NEC, Nonemployee Compensation, Form 4852, Substitute for Form W-2 or 1099-R, Form 1099-MISC, Miscellaneous Information, Form 1099-INT, Interest Income, Form 1099-DIV, Dividends and Distributions, Form 1099-S, Proceeds From Real Estate Transactions, Form 1099-G, Certain Government Payments, Form 1099-C, Cancellation of Debt, Form 1099-K, Payment Card and Third Party Network Transactions, Form 1099-OID, Original Issue Discount, Form 1099-PATR, Taxable Distributions from Cooperatives, Form 1099-Q, Payments From Qualified Education Programs, Form 1099-SA, Distributions from HSA/MSA, Form 1099-B, Proceeds From Broker Transactions, Form 1099-NEC, Nonemployee Compensation, Form 1099-NEC, Nonemployee Compensation, Form 1099-NEC, Nonemployee Compensation, Form 1099-NEC, Nonemployee Compensation, Instructions for Forms 1099-R and 5498, Form 1099-MISC, Miscellaneous Information

pension forms: Form N245, Application for suspension of a warrant and/or variation of an order, Anmeldung zum R+V-Firmenportal Vorsorge (Registration for the R+V Company Portal for Pensions), The Principal Pension Plan Summary Plan Description: Cash Balance Formula for Employees and Individual Field, The Principal Pension Plan Summary Plan Description: Traditional and Cash Balance Formulas for Employees and Individual Field, Form SC ISP-1300, Canada Pension Plan Survivor's Pension and Surviving Child's Benefit Application, Form SC ISP-1300, Application for CPP Survivor's Pension and Surviving Child's Benefit, United Kingdom (UK) State Pension claim form, Form W-4P (2026), Withholding Certificate for Periodic Pension or Annuity Payments, Bakery and Confectionery Pension Fund Pension Application, ABA Retirement Funds Program Distribution Request Form, Beneficiary Designation Form for Plans Subject to QJSA (Form F11607), Form F6776, Authorization of Interest-Only Payments (ERISA), Form F7381, Authorization of Interest-Only Payments (Non ERISA), New York State Comptroller Form RS 5127, Designation of Beneficiary with Contingent Beneficiaries, Qualified Retirement Plan Designation of Beneficiary, VA Form 21P-0969, Income and Asset Statement in Support of Claim for Pension or Parents' Dependency and Indemnity Compensation (D.I.C.), VA Form 21P-534EZ, Application for D.I.C., Survivors Pension, and/or Accrued Benefits, VA Form 21-0966, Intent to File a Claim for Compensation and/or Pension, or Survivors Pension and/or DIC, Form SA474, Claim for an Australian Survivor Pension for a person living outside Australia, Form SY029 - Claim for Pensioner Education Supplement

retirement plan forms: One-Time Withdrawal — Defined Contribution Retirement Plan, Automatic Withdrawals—Defined Contribution Retirement Plan, The Church of the Nazarene 403(b) Retirement Savings Plan Beneficiary Designation Form, Beneficiaries – Defined Contribution Retirement Plan, Vanguard Asset Transfer Authorization Form for the Emory University Retirement Plan, Vanguard Taking a Loan from Your Retirement Plan, Vanguard 403(b)(7) ERISA Retirement Plan Distribution Request (Retirement / Severance from Employment / Disability), Vanguard Termination Request Form - Officer, SS, SSA Retirement Plan, Vanguard Retirement Plan Beneficiary Designation - Phillips 66 Savings Plan, Instructions for Changing Your Beneficiary on your Emory Retirement Plan, BNSF Investment and Retirement Plan [401(k) Plan for Salaried Employees], Vanguard Rollover Form for Retirement Plans, Incoming Rollover Election for Elevator Constructors Annuity and 401(k) Retirement Plan, Incoming Rollover Election for The Heritage Group Retirement Savings Plan, Empower Retirement Plan Withdrawal Request Form, Incoming Rollover Election Form for International Dairy Queen, Inc. Retirement Savings Plan, Account Reduction Loan Application 401(a) Plan, Electrical Workers Local Union No. 369 Retirement Plan, TE Connectivity Retirement Savings and Investment Plan (RSIP) Transition Frequently Asked Questions, Inotiv, Inc. Retirement Plan Rollover Investment Direction Form, Principal Retirement Plan Beneficiary Designation

IRA forms: Form 5498, IRA Contribution Information, SIRA Allied health treatment request (Catalogue no. SIRA09191), Transfer Due to Divorce — IRA/HSA/529, One-Time Withdrawal – IRA, Fidelity Investments, Fidelity Advisor IRA Distribution Request for Automatic Rollover Accounts, Fidelity Beneficiaries — IRA /HSA, Fidelity Advisor IRA Beneficiary Designation, IRA/HSA Beneficiary Designation, Fidelity IRA Beneficiary Distribution — Charity, Foundation, or a University, Form 8606, Nondeductible IRAs, Fidelity Investments Earnings Automatic Withdrawal Plan — IRA, Inherited IRA Application for Individual Beneficiaries, SIMPLE IRA Contribution Transmittal Form, IRA Distribution Form, Open a Schwab IRA, New York State Deferred Compensation Plan Direct Rollover to a Roth IRA, Charles Schwab IRA Distribution Form, Sample IRA Distribution Letter for a Qualified Charitable Distribution (QCD), Beneficiary Designation Form For IRA and 403(b)(7) Accounts, IRA Beneficiary Designation Form

distribution forms: Fischer Homes Request for In-Service Distribution, Form 1099-DIV, Dividends and Distributions, Form 1099-PATR, Taxable Distributions from Cooperatives, Form 1099-SA, Distributions from HSA/MSA, Nationwide Retirement Solutions Participant Distribution Request Form (PNF-0875M9, TRAC Version, 01/2025), Nationwide Retirement Solutions Participant Distribution Request Form (PNF-0875M9, TRAC Version, 01/2025), Fidelity Advisor 403(b) Distribution Request Form, Fidelity Advisor IRA Distribution Request for Automatic Rollover Accounts, Fidelity NetBenefits Distribution - Recurring Payments, Fidelity Investments® Beneficiary Distribution Form, Fidelity Investments Distribution Form, Fidelity IRA Beneficiary Distribution — Charity, Foundation, or a University, IRA Distribution Form, New York State Deferred Compensation Plan Benefit Distribution Request, Individual 401(k) Distribution Request Form, Fidelity Distribution—Rollover, Charles Schwab IRA Distribution Form, Sample IRA Distribution Letter for a Qualified Charitable Distribution (QCD), Vanguard IRA Distribution Kit (including IRA Distribution Form RRDFT and Form W-4R), Vanguard Required Minimum Distribution Service Form

retirement distribution forms: 403(b) Distribution Form - Davis Funds, Nationwide Retirement Solutions Participant Distribution Request Form (PNF-0875M9, TRAC Version, 01/2025), Nationwide Retirement Solutions Participant Distribution Request Form (PNF-0875M9, TRAC Version, 01/2025), Vanguard 403(b)(7) ERISA Retirement Plan Distribution Request (Retirement / Severance from Employment / Disability), Transamerica Retirement Solutions Distribution Request Form, Transamerica Retirement Distribution Request Form and Special Tax Notice, The Housing Agency Retirement Trust 457(b) Deferred Compensation Plan Request For Distribution Form, Request for Recurring Required Minimum Distributions From Your Retirement Investments (Non-ERISA), Request for a Qualified Charitable Distribution (QCD) from a Brokerage Individual Retirement Account (IRA), Request for qualified charitable distribution from individual retirement account, Form F11489, Request for Recurring Required Minimum Distributions From Your Retirement Investments, Request for a Charitable Distribution from an Individual Retirement Account (IRA), Individual Retirement Account (IRA) Distribution Request Form, SIMPLE Individual Retirement Account (IRA) Distribution Request Form, ABA Retirement Funds Program Distribution Request Form, Distribution Request Form Local No. 1 Retirement Savings Plan #241805, Merrill Lynch One-Time Non-Retirement Distribution Form, Qualified Retirement Plan and 403(b)(7) Custodial Account Distribution Request Form, Individual Retirement Account (IRA) — Qualified Charitable Distribution Form, Form F11489, Request for Recurring Required Minimum Distributions From Your Retirement Investments

pension distribution forms: Distribution Request Form Local No. 1 Retirement Savings Plan #241805

pension plan forms: Fidelity Advisor Investment-Only Retirement Plan Master Application, The Principal Pension Plan Summary Plan Description: Cash Balance Formula for Employees and Individual Field, The Principal Pension Plan Summary Plan Description: Traditional and Cash Balance Formulas for Employees and Individual Field, Form SC ISP-1300, Canada Pension Plan Survivor's Pension and Surviving Child's Benefit Application, SC ISP-2519, Medical Report for Canada Pension Plan Disability Benefits (2025-05-08), SC ISP-2519, Medical Report for Canada Pension Plan Disability Benefits (2024-05-17)

IRA distribution forms: Fidelity Automatic Withdrawals — RMD/Life Expectancy, Fidelity Advisor IRA Distribution Request for Automatic Rollover Accounts, Fidelity IRA Beneficiary Distribution — Charity, Foundation, or a University, IRA Distribution Form, Charles Schwab IRA Distribution Form, Sample IRA Distribution Letter for a Qualified Charitable Distribution (QCD), Vanguard IRA Distribution Kit (including IRA Distribution Form RRDFT and Form W-4R), IRA Distribution to Charitable Beneficiary, IRA Distribution to Charitable Beneficiary, IRA Distribution Form, Transamerica Distribution Request (Distribution of Traditional 401(k) to Roth IRA), TIAA Brokerage IRA Distribution Request (Form F11025), TIAA-CREF Funds IRA Distribution Form (Retail Class Only), Request for a Qualified Charitable Distribution (QCD) from a Brokerage Individual Retirement Account (IRA), Request for a Charitable Distribution from an Individual Retirement Account (IRA), Individual Retirement Account (IRA) Distribution Request Form, SIMPLE Individual Retirement Account (IRA) Distribution Request Form, Merrill IRA/IRRA®/Roth IRA/SEP/SRA One Time Distribution Form, IRA/IRRA®/Roth IRA/SEP/SRA Distribution Form For Standing Letters, IRA/IRRA®/ROTH IRA/SEP/SRA Beneficiary Distribution Form

contract forms: Memorandum of Contract, Form WH-347, Payroll for Contractors, Form 0896A, Report of Subcontracts to Small and Veteran-Owned Business, Form 1449, Solicitation/Contract/Order for Commercial Products and Services, application-and-contract-for-electric-facilities-w, Texas Real Estate Commission (TREC) One to Four Family Residential Contract (Resale) (TREC No. 20-18), DBPR CILB 6-B, Application for Certified Building Contractor Who is Qualifying a Business, State of Hawaii Department of Commerce and Consumer Affairs (DCCA) Contractors License Board – Application for Contractor's License (Sole Proprietor) (CT-36) with supporting forms (Experience Certificate CT-03, Contractors Financial Statement CT-02, and Chronological History of Projects/Project List), NJ Department of Labor & Workforce Development Form MW-562, Payroll Certification for Public Works Projects (Contractor and Subcontractor’s Weekly and Final Certification), DBPR CILB 6-A, Application for Certified General Contractor Who is Qualifying a Business, Proposal Form 3, Attestation Regarding County Contract, TIAA Trust, N.A. Private Asset Management, Request for a Direct Transfer From IRA Contracts, Contrato de Trabajo en Prácticas (Código 420), Professional Practice Employment Contract, State of California Department of Transportation Darfur Contracting Act Certification, Form DOT ADM-0077, State of California Department of Transportation, Contract Requirements, State of California Department of Transportation Subcontractor List, DCMA Guidebook for Government Contract Property Administration, Official Form 106G, Schedule G: Executory Contracts and Unexpired Leases, Form ADR-106, Petition to Confirm, Correct, or Vacate Contractual Arbitration Award, Newly Contracted Provider Training Attestation Form

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