Note: This is a printed version of https://employeehelp.workday.uw.edu/your-pay-taxes/year-end-tax-resources/about-irs-form-1099-r. Please visit this page on the ISC website to ensure you're referencing the most current information.
About IRS Form 1099-R
The IRS Form 1099-R (PDF) Distributions for Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs Insurance Contracts, etc. reports retiree supplemental pension payments paid through the payroll system as a defined benefit plan.
The Form 1099-R reports supplemental pensions paid from the January 10 payday through the December 25 payday.
The State of Washington Department of Retirement Systems will report on pensions paid by the State of Washington Department of Retirement Systems.
Your Form 1099-R is available in Workday after the first payday in January.
Paper forms will be mailed during the last week of January to the designated mailing address listed in Workday.
Form 1099-R Breakdown
| Box # | Name | Description |
|---|---|---|
| Box 1 | Gross Distribution | Total reportable supplemental retirement payments |
| Box 2a | Taxable Amount | Taxable supplemental retirement payments |
| Box 2b | Taxable amount not determined/Total distribution | This category is not applicable to UW |
| Box 3 | Capital Gain (Included in Box 2a) | This category is not applicable to UW |
| Box 4 | Federal Income Tax Withheld | Total amount of federal tax withheld, including additional withholding. |
| Box 5 | Employee Contributions/Designated Roth Contributions or Insurance Premiums | This category is not applicable to UW |
| Box 6 | Net Unrealized Appreciation in Employer’s Securities | This category is not applicable to the UW. |
| Box 7 | Distribution Code(s) | Code 7-Normal distribution. Other codes are not applicable to the UW. |
| Box 8 | Other | This category is not applicable to the UW. |
| Box 9a | Your Percentage of Total Distribution | This category is not applicable to the UW. |
| Box 9b | Total Employee Contributions | This category is not applicable to the UW. |
| Box 10 | Amount Allocable to IRR within 5 years | This category is not applicable to the UW. |
| Box 11 | 1st Year of Desig. Roth Contrib. | This category is not applicable to the UW. |
| Box 12 | FATCA Filing Requirement | This category is not applicable to the UW. |
| Box 13 | Date of Payment | This category is not applicable to the UW. |
| Box 14 | State Tax Withheld | For retirees working outside of Washington State only. The total amount of state tax withheld, including additional withholding. |
| Box 15 | State/Payer’s State No. | For retirees working outside of Washington State only. The retiree’s tax residence state. |
| Box 16 | State Distribution | For retirees working outside of Washington State only. This is reportable state supplemental retirement payments. |
| Box 17 | Local Tax Withheld | For retirees working outside of Washington State only. The total amount of local tax withheld in the calendar year, including additional withholding. |
| Box 18 | Name of Locality | For retirees working outside of Washington State only. Locality code. |
| Box 19 | Local Distribution | For retirees working outside of Washington State only. This is reportable local supplemental retirement payments. |