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1099-R revision 2026

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Issued by Internal Revenue Service · OMB 1545-0119.

257
questions on the form
35 (13%)
we can prefill from your vault
45
questions shared with other forms we hold
The official blank on Internal Revenue Service Ask us about this form

Entry last built from the issuer's published blank on .

What the form asks

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We never invent an answer. The 35 questions above that we can prefill are the ones a vault self-profile already holds a fact for. The rest are yours to answer — and where another form we hold asks the same question, a prior answer is offered rather than asked for twice.