Understanding Form 1099
By January 31 of each year, we provide account holders with Form 1099-R (for IRAs), Form 1099-Q (for Coverdell ESAs) or Form 1099-SA (for HSAs) for their records. These forms display the distributions taken from each IRA, ESA, or HSA account for the prior year.
A copy of these forms may need to be attached to federal and state tax returns when they are filed.
If you have questions about the forms and what they mean, you'll find several online resources to help you:
- Form 1099 Frequently Asked Questions
- IRS Form 1099-R and Instructions 2009 (PDF: 48 KB)
- Official 2009 IRS Instructions for Form 1099-R (PDF: 43 KB)
- IRS Form 1099-Q and Instructions 2009 (PDF: 48 KB)
- Official 2009 IRS Instructions for Form 1099-Q (PDF: 43 KB)
- IRS Form 1099-SA and Instructions 2009 (PDF: 41 KB)
- Official 2009 IRS Instructions for Form 1099-SA & 5498 SA (PDF: 45 KB)
- Form 1099-R - Interactive Tour
- Form 1099-Q - Interactive Tour
- Form 1099-ESA - Interactive Tour
If you have further questions, please contact us at 1.800.209.9010.
