1099-R : Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

FDX

#	Id	Type	Description
1	payerNameAddress	NameAddressPhone	Payer's name, address, and phone
2	payerTin	string	PAYER'S TIN
3	recipientTin	string	RECIPIENT'S TIN
4	recipientNameAddress	NameAddress	Recipient's name and address
5	allocableToIRR	number (double)	Box 10, Amount allocable to IRR within 5 years
6	firstYearOfRoth	integer	Box 11, First year of designated Roth
7	foreignAccountTaxCompliance	boolean	FATCA filing requirement
8	recipientAccountNumber	string	Account number
9	dateOfPayment	DateString	Date of payment
10	grossDistribution	number (double)	Box 1, Gross distribution
11	taxableAmount	number (double)	Box 2a, Taxable amount
12	taxableAmountNotDetermined	boolean	Box 2b, Taxable amount not determined
13	totalDistribution	boolean	Box 2c, Total distribution
14	capitalGain	number (double)	Box 3, Capital gain
15	federalTaxWithheld	number (double)	Box 4, Federal income tax withheld
16	employeeContributions	number (double)	Box 5, Employee contributions
17	netUnrealizedAppreciation	number (double)	Box 6, Net unrealized appreciation
18	distributionCodes	Array of string	Box 7, Distribution codes
19	iraSepSimple	boolean	Box 7b, IRA/SEP/SIMPLE
20	otherAmount	number (double)	Box 8, Other
21	otherPercent	number (double)	Box 8, Other percent
22	yourPercentOfTotal	number (double)	Box 9a, Your percent of total distribution
23	totalEmployeeContributions	number (double)	Box 9b, Total employee contributions
24	stateTaxWithholding	Array of StateTaxWithholding	Boxes 12-14, State tax withholding
25	localTaxWithholding	Array of LocalTaxWithholding	Boxes 15-17, Local tax withholding

#	Tag	Type
1	SRVRTID	ServerIdType
2	TAXYEAR	YearType
3	VOID	BooleanType
4	CORRECTED	BooleanType
5	GROSSDIST	AmountType
6	TAXAMT	AmountType
7	TAXAMTND	BooleanType
8	TOTALDIST	BooleanType
9	CAPGAIN	AmountType
10	FEDTAXWH	AmountType
11	EMPCONTINS	AmountType
12	NETUNAPEMP	AmountType
13	DISTCODE	CharType
14	IRASEPSIMP	BooleanType
15	ANNCTRCTDIST	AmountType
16	ANNCTRCTPER	RateType
17	PERTOTDIST	RateType
18	TOTEMPCONT	AmountType
19	AMTALLOCABLEIRR	AmountType
20	FIRSTYEARDESIGROTH	YearType
21	STTAXWHAGG	StateTaxWithheldAggregate
22	LCLTAXWHAGG	LocalTaxWithheldAggregate
23	PAYERADDR	PayerAddress
24	PAYERID	GenericNameType
25	RECADDR	RecipientAddress
26	RECID	IdType
27	RECACCT	GenericNameType
28	FATCA	BooleanType
29	DTBENEFITPMT	DateTimeType

Reference Number	Irs Form or Schedule	Description	Record Format	Sign
474	1099-R	Spouse	0	N/A
473	1099-R	1099-R	1	+
475	1099-R	Pension total dist - gross	1	+
476	1099-R	Pension total dist - taxable	1	+
477	1099-R	IRA total dist - gross	1	+
478	1099-R	IRA total dist - taxable	1	+
529	1099-R	Pension federal withholding	1	-
530	1099-R	Pension state withholding	1	-
531	1099-R	Pension local withholding	1	-
532	1099-R	IRA federal withholding	1	-
533	1099-R	IRA state withholding	1	-
534	1099-R	IRA local withholding	1	-
623	1099-R	SIMPLE total distrib-gross	1	+
624	1099-R	SIMPLE total distrib-taxable	1	+
625	1099-R	SIMPLE federal withholding	1	-
626	1099-R	SIMPLE state withholding	1	-
627	1099-R	SIMPLE local withholding	1	-
603	1099-R	Pension Payer	2	N/A
604	1099-R	IRA Payer	2	N/A
628	1099-R	SIMPLE Payer	2	N/A
655	1099-R	IRA Distribution code 7A	2	N/A
655	1099-R	Distribution code 7A	2	N/A
656	1099-R	IRA Distribution code 7b	2	N/A
656	1099-R	Distribution code 7b	2	N/A
664	1099-R	IRA State ID	2	N/A
664	1099-R	State ID	2	N/A
665	1099-R	IRA Taxable not determined	2	N/A
665	1099-R	Taxable not determined	2	N/A
666	1099-R	IRA Total distribution	2	N/A
666	1099-R	Total distribution	2	N/A
667	1099-R	Pension Distrib code 7A	2	N/A
668	1099-R	Pension Distrib code 7b	2	N/A
669	1099-R	Pension State ID	2	N/A
670	1099-R	Pension Tax. not determined	2	N/A
671	1099-R	Pension Total distribution	2	N/A