The IRS has released its 1099-R form for tax year 2024. Form 1099-R reports payments from pensions and annuities.
For 2024, the revised form now notes that parties filing ten or more tax-information records must do so electronically; removes recipient instruction to include for Copy B with their own tax returns; makes reference to form W-4R as well as W-4P; notes that the required minimum distributions are now required for those seventy-three or older; and generally changes the year referenced to 2024.
