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2013 Form 1099-R Instructions

The attached PDF file contains the IRS instructions for filing 2013 Form 1099-R.

Excerpt: Section references are to the Internal Revenue Code unless otherwise noted.

"Form 1099-R

Life insurance, annuity, and endowment contracts.

Report payments of matured or redeemed annuity, endowment, and life insurance contracts.  However, you do not need to file Form 1099-R to report the surrender of a life insurance contract if it is reasonable to believe that none of the payment is includible in the income of the recipient.  If you are reporting the surrender of a life insurance contract, see Code 7 on page 13."

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E-File Magic also offers software for: Form 1097-BTC, Form 1098, Form 5498, Form 3921, Form 3922, and Form W-2G.


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