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Form 1099-R

Form 1099-R is the federal form for reporting distributions from pensions, annuities, retirement plans, IRAs, and other various additional sources of income. A charity must send a Form 1099-R to each of its gift annuitants at the end of each year. The 1099-R informs the annuitants of the amount and taxable character of the gift annuity payments that they have received during the tax year.

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