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Anaheim California online 1099 R Form: What You Should Know
Retirement or retirement annuities you provide, or the employee portion of, any defined contribution, defined benefit, or other defined contribution plan; or (2) Pension benefits from the U.S. Army, Navy, Air Force, Marine Corps, National Guard, or any branch of the U.S. Armed Forces (excluding members of active reserve components); or (3) Retirement or retirement annuities provided through your retirement plan or plan-specific retirement annuity from any other retirement plan; or (4) Income of an employee or former employee that is designated by a state, county or municipal retirement system to apply to any state, county or municipal retirement system. How to Use Form 1099-R To determine whether a particular amount was a designated distribution, go to the appropriate tab and look to the left for a column labeled Income Source. This column lists all amounts that are designated a distribution. Note that Form 1099-R will not list an amount if it would be the most recent income you received that is not described in (1) through (4). If you have a 1099-R for each person to whom you have made a designated distribution from: 1. Retirement or retirement annuities you provide, or the employee portion of, any defined contribution, defined benefit, or other defined contribution plan; or (2) Pension benefits from the U.S. Army, Navy, Air Force, Marine Corps, National Guard, or any branch of the U.S. Armed Forces (excluding members of active reserve components); or (3) Retirement or retirement annuities provided through your retirement plan or plan-specific retirement annuity from any other retirement plan; or (4) Income of an employee or former employee that is designated by a state, county or municipal retirement system to apply to any state, county or municipal retirement system. 2. Taxable distributions to beneficiaries, if any, or taxable distributions to estates and trusts, if any, which are received from a retirement plan or plan-specific retirement annuity. 3. A distribution to a spouse after his/her divorce has become final, and the parties have separated. 4. A distribution to an income-eligible individual who is 65 or older who is not a participant in an employer-sponsored retirement plan. 4.
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