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Text of 2026 Instructions for IRS Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] June 24, 2026 28 pages. "What's New: [1] Address fields ... [2] New boxes 7a-7d of Form 1099-R ... [3] Renumbered box 8 of Form 1099-R ... [4] Reporting the actuarial value of the contract in box 8a is optional for 2026 Form 1099-R ... [5] Qualified long-term care distribution reported on Form 1099-R ... [6] New code HP for box 14b of Form 5498." [Also available: 2026 IRS Form 5498 and 2026 IRS Form 1099-R] MORE >> |
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