Skip universal navigation

New York State Universal header

Skip to main content

Form IT-1099-R, Summary of Federal 1099-R Statements

Introducing. . .

Enhanced paper filing with a new fill-in Form IT-1099-R

Electronic filing is the fastest, safest way to file—but if you must file a paper summary of federal 1099-R statements, use our new enhanced fill-in Form IT-1099-R with 2D barcodes.

Benefits include:

  • no more handwriting—type your entries directly into our form
  • a unique 2D barcode printed on every page that securely links your form information to your account
  • fewer errors and faster processing of your form due to the automatic entry of your information (as scanners read the 2D barcode)

Note: If you are using Internet Explorer 11, we recommend you save the PDF document to your computer and fill out this saved version, instead of accessing the form directly through your Web browser.

All taxpayers should save a copy of this form to their computer after printing.

fill in enhanced Form IT-1099-R

Do not make any handwritten entries on this form. As you fill in the form, your data will be stored in a 2D barcode printed on each page. We will process your form based on the data in the barcodes.

Not in a hurry?

Print our standard paper Form 1099-R, Summary of Federal 1099-R Statements, and complete it by hand.

Updated: