What is it?
Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc., reports distributions (and certain deemed distributions) from annuities, IRAs or other tax-advantaged retirement plans.

Will I be receiving one?
If there was a distribution from your annuity or other tax-advantaged retirement plan, you will be receiving a 1099-R. The Hartford will mail the form to you in mid-January. The form indicates:

• Gross distribution paid during the given tax year
• Taxable amount of the distribution
• Federal income tax that was withheld
• Any contributions that were made to the investment or premiums paid
• Code representing the type of distribution that was made during the year

What does the form look like?
Sample form 1099-R 

1099-R Frequently Asked Questions

Return to The Hartford Individual Annuity Tax Forms

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