Tax Preparation Help  
Pub. 575, Pension and Annuity Income 2006 Tax Year

This is archived information that pertains only to the 2006 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, Individual Retirement Arrangements, Insurance Contracts, etcetera. 2006. Summary: This is an example of Form 1099-R (2006) with information completed per the text. The line items are completed as follows:

PAYER'S name, street address, city, state, and ZIP code” field contains:
Brown's Real Estate
Profit-Sharing Plan
2101 Chelsea Court
Anytown, Nevada 89300
PAYER'S federal identification number” field contains 10-0000000
RECIPIENT'S identification number” field contains 005-00-6789
RECIPIENT'S name” field contains Mary Brown
Street address (including apt. number)” field contains 12 Mill Avenue
City, state, and ZIP code” field contains Anytown, Nevada 89300
1. Gross distribution” field contains $160000.00
2a. Taxable amount” field contains $160000.00
2b. Total distribution” checkbox checked
4. Federal income tax withheld” field contains $32000.00
7. Distribution code” field contains 7A
8. Other” field contains $10000.00

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