1099-R 2018

What's New for 2018

We have added a new box to show the date of a payment of reportable death benefits and added instructions to the recipient copy. See Reportable death benefits and Date of Payment Box, later.
New distribution codes. We have added two new distribution codes, C and M, for box 7.

Field Name	Size	Type	Description	Notes
See Form Filer Common Fields			Filer fields common to all form types.
See Recipient Common Fields			Recipient fields common to all form types.
FATCA Checkbox	1	Checkbox	FATCA filing requirement	X / Y / T / 1 = Checked
Box 1 Amount	12	Amount	Gross distribution
Box 2a Amount	12	Amount	Taxable amount
Box 2b Checkbox 1	1	Checkbox	Taxable amount not determined	X / Y / T / 1 = Checked
Box 2b Checkbox 2	1	Checkbox	Total distribution	X / Y / T / 1 = Checked
Box 3 Amount	12	Amount	Capital gain (included in box 2a)
Box 4 Amount	12	Amount	Federal income tax withheld
Box 5 Amount	12	Amount	Employee contributions/Designated Roth contribution or insurance premiums
Box 6 Amount	12	Amount	Net unrealized appreciation in employer's securities
Box 7 Code(s)	2	Text	Distribution Code	See IRS instructions
Box 8 Amount	12	Amount	Other
Box 8 Number	2	Numeric	Other percentage	0 - 99
Box 9a Number	2	Numeric	Your percentage of total distribution	0 - 99
Box 9b Amount	12	Amount	Total employee contributions
Box 10 Amount	12	Amount	Amount allocable to IRR within 5yrs
Box 11 Roth Year	4	Numeric	1st year of Roth contribution	YYYY
Box 12 Amount	12	Amount	State tax withheld
Box 13 ID Number	20	Text	State/Payer's state no.	Given by State Department of Revenue
Box 13 State	2	Text	State abbreviation code	Use state abbreviation
Box 14 Amount	12	Amount	State distribution
Box 15 Amount	12	Amount	Local tax withheld
Box 16 Name	15	Text	Name of locality
Box 17 Amount	12	Amount	Local distribution
See Form Common Fields			Form fields common to all form types.

IRS 1099-R Form: 2018 1099-R Form